Chelsea W Gegan

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

• 04/2014 → 10/2017
  Usaa Federal Savings Bank
  Colorado Springs, CO
• 08/2017 → 05/2020
  Usaa Financial Advisors Inc
  Colorado Springs, CO
• 10/2017 → 05/2020
  Usaa Financial Planning Services
  Colorado Springs, CO
• 11/2018 → 05/2020
  Usaa Investment Management Company
  Colorado Springs, CO
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Colorado Springs, CO

Previous Registrations

• 2018-11-13 → 2020-05-23
  Usaa Investment Services Company
  Colorado Springs, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-07
• S63 Uniform Securities Agent State Law Examination
  2017-10-26

Other Names

• Chelsea Gegan