Dane Michael Newberry

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

• 01/2017 → 10/2022
  Gwfs Equities Inc
  Greenwood Village, CO
• 10/2016 → 01/2017
  Robert Half
  Englewood, CO
• 03/2016 → 10/2016
  Unemployed
  Parker, CO
• 01/2023 → Present
  Charles Schwab & Co, Inc
  Eagle River, AK

Previous Registrations

• 2018-12-21 → 2022-10-10
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Greenwood Village, CO
  Anchorage, AK

Other Businesses

1) Bargain Rides | Investment Related:No|Automotive Sales|Co Owner|1/1/2025|Less than 20|0|I fix and flip cars on the side but in my state if you plan on selling more than 5 cars a year a dealers license is required. We have obtained the LLC to apply for a dealers license

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-21
• S63 Uniform Securities Agent State Law Examination
  2017-03-01

Other Names

• Dane Newberry
• Dane M Newberry