Michael Todd Chansley

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

• 09/2007 → 05/2020
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 01/2009 → 05/2020
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  San Antonio, TX

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2009-01-02 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2002-09-27 → 2008-12-31
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) Northwoods Ice Center | Investment Related:No|17530 Henderson Pass|San Antonio|TX|78232|USA|Entertainment Venues/Theaters|Score Keeper|1/15/2017|Less than 20|0|Keep score and referree indoor soccer matches.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-25
• S63 Uniform Securities Agent State Law Examination
  1999-02-17

Designations

• Certified Financial Planner

Other Names

• Todd Chansley