Mason Turner Ostasz

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

• 06/2013 → 12/2022
  Full-Time Education
  Denver, CO
• 03/2017 → 10/2017
  Broken Tee Golf Course
  Englewood, CO
• 03/2017 → 10/2021
  Foothills Park And Recreation
  Denver, CO
• 11/2017 → 09/2019
  Frito-Lay
  Denver, CO
• 07/2019 → 10/2020
  Macys
  El Paso, TX
• 11/2020 → 01/2022
  Walgreens
  Cumming, GA
• 02/2022 → 06/2023
  Big 5 Sporting Goods
  Denver, CO
• 06/2023 → Present
  Charles Schwab & Co., Inc
  Castle Rock, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-12-10
• S63 Uniform Securities Agent State Law Examination
  2023-10-18