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Nathan Wankel

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7714825

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-11-30
  • CO RA
    APPROVED
    Since 2023-11-30

Branch Locations

9899 Schwab Way Suite 100, Lone Tree, CO 80124-5377 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Come Sit Stay Parker CO 05/2015 12/2016
New Heights Investment Group Lone Tree CO 09/2016 01/2023
Footlocker Lone Tree CO 01/2017 05/2018
Micro Center Denver CO 05/2018 12/2018
Investor Fuel Lewisville TX 09/2018 05/2019
Door Dash Lone Tree CO 08/2019 08/2020
Premier Martial Arts Denver CO 08/2019 11/2022
Charles Schwab & Co., Inc. Lone Tree CO 04/2023 Present
Unemployed Castle Rock CO 12/2022 04/2023
Charles Schwab Bank, Ssb Lone Tree CO 06/2025 Present
  • 05/2015 → 12/2016
    Come Sit Stay
    Parker, CO
  • 09/2016 → 01/2023
    New Heights Investment Group
    Lone Tree, CO
  • 01/2017 → 05/2018
    Footlocker
    Lone Tree, CO
  • 05/2018 → 12/2018
    Micro Center
    Denver, CO
  • 09/2018 → 05/2019
    Investor Fuel
    Lewisville, TX
  • 08/2019 → 08/2020
    Door Dash
    Lone Tree, CO
  • 08/2019 → 11/2022
    Premier Martial Arts
    Denver, CO
  • 04/2023 → Present
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 12/2022 → 04/2023
    Unemployed
    Castle Rock, CO
  • 06/2025 → Present
    Charles Schwab Bank, Ssb
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-30
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2023-11-30
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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