Mitchell C Berner

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

• 06/2018 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2016 → 05/2017
  Northern Arizona University Student
  Flagstaff, AZ
• 05/2017 → 08/2017
  Tailgaters Sports Grill
  Cave Creek, AZ
• 06/2017 → 08/2017
  Foresters Financial
  Phoenix, AZ
• 08/2017 → 06/2018
  Northern Arizona University Student
  Flagstaff, AZ

Other Businesses

1) Selling old clothing on a DEPOP/resale website | Investment Related:No|Retail|SELF|2/9/2026|Less than 20|0|Selling my old clothes through an App and deciding the prices/negotiating with buyers , 2) Focus Group | Investment Related:No|Other|Survey Taker|2/9/2026|Less than 20|0|Not employed by business. Occasionally get selected in survey questions for brand marketing

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04

Other Names

• Mitchell Carpenter Berner