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Heather A Terpstra

Charles Schwab & Co., Inc.

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 2025-11-07
  • WI RA
    APPROVED
    Since 2025-11-07

Branch Locations

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
North Shore Bank Shorewood WI 05/2013 12/2016
Robert W. Baird, Inc. Mequon WI 12/2016 08/2025
Charles Schwab & Co, Inc Brookfield WI 11/2025 Present
Charles Schwab Bank, Ssb Brookfield WI 11/2025 Present
  • 05/2013 → 12/2016
    North Shore Bank
    Shorewood, WI
  • 12/2016 → 08/2025
    Robert W. Baird, Inc.
    Mequon, WI
  • 11/2025 → Present
    Charles Schwab & Co, Inc
    Brookfield, WI
  • 11/2025 → Present
    Charles Schwab Bank, Ssb
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-05
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-05-05
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Heather Anne Terpstra-Riebau
  • Heather A Riebau

View on SEC IAPD

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Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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