Scott Andrew Houtsma

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

• 11/2021 → 06/2023
  Build Team
  London
• 05/2023 → 06/2023
  Lululemon
  London
• 02/2020 → 09/2020
  Encon United
  Denver, CO
• 06/2023 → 08/2023
  Facit Homes
  London
• 10/2019 → 02/2020
  Home Advisor
  Denver, CO
• 06/2021 → 10/2023
  Prince Arthur Pub
  London
• 06/2014 → 09/2019
  The Aspen Institute
  Aspen, CO
• 01/2019 → 05/2019
  Bill Poss Architecture
  Aspen, CO
• 11/2023 → 12/2023
  Lululemon
  Lone Tree, CO
• 09/2020 → 09/2021
  Full Time Education
  London
• 09/2023 → 10/2023
  Lululemon
  London
• 01/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28
• S63 Uniform Securities Agent State Law Examination
  2024-05-07