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Colin Rissler

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 7814133

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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 2024-12-17
  • CO RA
    APPROVED
    Since 2024-12-17

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • 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
Shiplify Alanta GA 09/2021 05/2022
Fjallraven Boulder CO 05/2021 08/2021
At The Beach Highlands Ranch CO 05/2020 09/2020
Florida Financial Advisors Tampa FL 07/2023 01/2024
Full Time Education Boulder CO 08/2019 07/2023
Full Time Education Highlands Ranch CO 08/2007 05/2019
Unemployed Highlands Ranch CO 05/2019 08/2019
James Erb Tampa FL 03/2024 09/2024
Northwestern Mutual Investment Services Llc Tampa FL 03/2024 09/2024
Jersey Mikes Lone Tree CO 05/2016 09/2016
Charles Schwab & Co., Inc Lone Tree CO 12/2024 Present
  • 09/2021 → 05/2022
    Shiplify
    Alanta, GA
  • 05/2021 → 08/2021
    Fjallraven
    Boulder, CO
  • 05/2020 → 09/2020
    At The Beach
    Highlands Ranch, CO
  • 07/2023 → 01/2024
    Florida Financial Advisors
    Tampa, FL
  • 08/2019 → 07/2023
    Full Time Education
    Boulder, CO
  • 08/2007 → 05/2019
    Full Time Education
    Highlands Ranch, CO
  • 05/2019 → 08/2019
    Unemployed
    Highlands Ranch, CO
  • 03/2024 → 09/2024
    James Erb
    Tampa, FL
  • 03/2024 → 09/2024
    Tampa, FL
  • 05/2016 → 09/2016
    Jersey Mikes
    Lone Tree, CO
  • 12/2024 → Present
    Lone Tree, CO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-12
S65 Uniform Investment Adviser Law Examination 2023-08-14
  • S63 Uniform Securities Agent State Law Examination
    2024-11-12
  • S65 Uniform Investment Adviser Law Examination
    2023-08-14
Other Names
  • Colin Rissler
  • Colin Michael Rissler

View on SEC IAPD

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