Rockford Harrison Wirth

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

• 05/2016 → 02/2018
  Scottrade, Inc.
  Westminster, CO
• 01/2018 → 05/2018
  Td Ameritrade, Inc.
  Southlake, TX
• 04/2018 → 11/2019
  Sunward Corporation
  Denver, CO
• 07/2018 → 05/2019
  Jpmorgan Chase Bank, N.A.
  Bainbridge Island, WA
• 07/2018 → 05/2019
  J.P. Morgan Securities Llc
  Bainbridge Island, WA
• 11/2019 → 06/2026
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 07/2026 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2026 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2026-02-05 → 2026-06-26
  Strategic Advisers Llc
  Greenwood Village, CO
  Elizabeth, CO
  Greenwood Village, CO
• 2016-02-03 → 2016-03-07
  Equitable Advisors, Llc
  Greenwood Village, CO
  Greenwood Village, CO
  Lakewood, CO

Other Businesses

1) 1290 Wagon Train LLC | Investment Related:No||Real Estate (Non-Agent/Broker)|Owner|2023-07-06|Less than 20|0|LLC created for my home that i live in. Not a rented property

Exams

• S66 Uniform Combined State Law Examination
  2025-12-23

Other Names

• Rockford Wirth
• Rocky Wirth
• Rockford Harrison Wirth
• Rockford H Wirth