Nathan Benjamin Shaver

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

• 08/2015 → 05/2020
  Full-Time Education
  Whitestown, IN
• 08/2020 → 12/2023
  Full-Time Education
  Phoenix, AZ
• 11/2017 → 08/2020
  Chick Fil A
  Indianapolis, IN
• 05/2020 → 07/2022
  Ups
  Plainfield, IN
• 10/2021 → 12/2023
  Gcu
  Phoenix, AZ
• 01/2023 → 06/2023
  Magnit
  Phoenix, AZ
• 01/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2025 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-06-13
• S63 Uniform Securities Agent State Law Examination
  2024-03-08