William Arthur Eliot Shaffer

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

• 01/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2017 → 10/2017
  Bookkeeping Express
  Denver, CO
• 11/2016 → 03/2017
  Unemployed
  Denver, CO
• 09/2016 → 11/2016
  Brite Street Energy Group
  Denver, CO
• 03/2017 → 04/2017
  Solar City
  Denver, CO
• 08/2016 → 09/2016
  Advanced Medical
  Denver, CO
• 04/2024 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Other Businesses

Usertesting.com|Investment Related:No|Consumer surveys/ website testing|tester|2024-12-02|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|paid surveys to test different website formats for a variety of industries

Exams

• S66 Uniform Combined State Law Examination
  2020-12-08
• S63 Uniform Securities Agent State Law Examination
  2018-07-30

Designations

• Certified Financial Planner

Other Names

• William Arthur Shaffer
• Will Shaffer