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Margo Jenel Hanschke

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7613444

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-08-19
  • CO RA
    APPROVED
    Since 2026-08-19

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Charles Schwab & Co., Inc. Lone Tree CO 09/2022 Present
Colorado Christian University Lakewood CO 10/2011 05/2019
N/A Centennial CO 06/2019 08/2022
  • 09/2022 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 10/2011 → 05/2019
    Colorado Christian University
    Lakewood, CO
  • 06/2019 → 08/2022
    N/A
    Centennial, CO
Other Businesses

1) Mission Hills Church | Investment Related:No|620 Southpark Dr|Littleton|CO|80120|USA|Nonprofit Charitable Organizations|Worship Leader|8/15/2021|Less than 20|0|Lead worship from a keyboard

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28
Designations
  • Certified Financial Planner
Other Names
  • Margo Hanschke
  • Margo Jenel Noesen

View on SEC IAPD

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