Derek James Marquardt

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

• 08/2023 → 03/2024
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2023 → 05/2023
  Lennar Corp
  Tempe, AZ
• 06/2018 → 11/2022
  Opendoor Labs Inc.
  Tempe, AZ
• 09/2017 → 06/2018
  Offer Pad Llc
  Gilbert, AZ
• 01/2012 → 07/2017
  Grand Canyon University
  Phoenix, AZ
• 02/2014 → 07/2017
  Grand Canyon University
  Phoenix, AZ
• 06/2023 → 07/2023
  Unemployed
  Anthem, AZ
• 04/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2023-12-11 → 2024-04-03
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-12-07

Other Names

• Derek Marquardt
• Derek J Marquardt