Alec M Birkhold

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

• 07/2017 → Present
  Charles Schwab & Co., Inc.
  Chicago, IL
• 04/2016 → 05/2017
  Indiana University
  Bloomington, IN
• 08/2013 → 05/2017
  Indiana University
  Bloomington, IN
• 11/2018 → Present
  Charles Schwab Bank, Ssb
  Chicago, IL

Other Businesses

3023 N Ashland Condominium Association|Investment Related:No|Hotels/Lodging|Treasurer of the Home Owners Association|2025-08-22|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I serve as the treasurer of the Homeowners Association. I devote approximately 1- 2 hours per month to this activity. It is a small HOA consisting of seven units, including my own. I will assist with the practicalities of paying HOA utilities and bills (trash removal, water and sewage, etc.) I will have access to a business checking account that contains cash. I will NOT have access to a securities or investment account of any kind.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-09
• S63 Uniform Securities Agent State Law Examination
  2018-03-05