Michelle Marie Miller

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Charles Schwab & Co., Inc.
  Polk City, IA
• 11/2015 → Present
  Charles Schwab Bank, Ssb
  Polk City, IA
• 06/2016 → Present
  Poshmark
  Polk City, IA
• 03/2022 → 06/2024
  Td Ameritrade, Inc.
  Polk City, IA

Previous Registrations

• 2022-03-15 → 2022-10-14
  Td Ameritrade, Inc.
  Polk City, IA
  Omaha, NE
• 2006-08-12 → 2015-07-13
  Ubs Financial Services Inc.
  Osage, IA
  Weehawken, NJ
  Mason City, IA
  Weehawken, NJ
  Osage, IA
  Weehawken, NJ
  Mason City, IA
  Mitchell Field, NY
• 2002-03-18 → 2006-08-12
  Piper Sandler & Co.
  Mason City, IA
  Mason City, IA

Other Businesses

1) Poshmark | Investment Related:No|808 State St|Osage|IA|50461|USA|Clothing/Textile Manufacturing|Sales|6/1/2016|Less than 20|0|Website in which you can post new and used clothing and accessories for sale for credit or cash.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-12
• S65 Uniform Investment Adviser Law Examination
  1999-11-11
• S63 Uniform Securities Agent State Law Examination
  1991-04-11

Other Names

• Michelle Marie Milligan
• Michelle Marie Miller
• Michelle Marie Spada
• Michelle M Spada
• Michelle Marie Spada