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Cruse William Schuster

Charles Schwab & Co., Inc.

Middleton, WI

Brookfield, WI

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-02-02
  • WI RA
    APPROVED
    Since 2024-02-02

Branch Locations

8333 Greenway Boulevard Suite 180, Middleton, WI 53562-3684 • United States

305 S Moorland Road, Brookfield, WI 53005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Lake Geneva WI 09/2022 10/2022
Lake Geneva Area Schools Lake Geneva WI 01/2021 05/2022
Denison University Granville OH 01/2020 05/2020
The Boathouse Bar & Grill Lake Geneva WI 05/2018 09/2022
Full-Time Education Granville OH 09/2016 05/2020
Unemployed Lake Geneva WI 01/2010 09/2016
Charles Schwab & Co Middleton WI 10/2022 Present
Charles Schwab Bank, Ssb Middleton WI 01/2024 Present
  • 09/2022 → 10/2022
    Unemployed
    Lake Geneva, WI
  • 01/2021 → 05/2022
    Lake Geneva Area Schools
    Lake Geneva, WI
  • 01/2020 → 05/2020
    Denison University
    Granville, OH
  • 05/2018 → 09/2022
    The Boathouse Bar & Grill
    Lake Geneva, WI
  • 09/2016 → 05/2020
    Full-Time Education
    Granville, OH
  • 01/2010 → 09/2016
    Unemployed
    Lake Geneva, WI
  • 10/2022 → Present
    Charles Schwab & Co
    Middleton, WI
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Middleton, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
S63 Uniform Securities Agent State Law Examination 2023-01-27
  • S66 Uniform Combined State Law Examination
    2024-01-29
  • S63 Uniform Securities Agent State Law Examination
    2023-01-27
Designations

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
JACOBSON & SCHMITT ADVISORS, LLC · MIDDLETON, WI
EDWARD JONES · MIDDLETON, WI

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