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Matthew Pleiss

Charles Schwab & Co., Inc.

Omaha, NE

CRD 7905431

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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
NE RA APPROVED 2026-03-20
  • NE RA
    APPROVED
    Since 2026-03-20

Branch Locations

200 S. 108 Ave, Omaha, NE 68154 • 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
Nelnet Lincoln NE 09/2022 09/2023
Jerent Enterprises Omaha NE 07/2020 07/2022
Champions Run Golf Course Omaha NE 05/2020 08/2020
Full Time Education Omaha NE 08/2016 05/2020
Full Time Education Lincoln NE 06/2020 05/2024
Charles Schwab & Co., Inc. Omaha NE 06/2024 Present
  • 09/2022 → 09/2023
    Nelnet
    Lincoln, NE
  • 07/2020 → 07/2022
    Jerent Enterprises
    Omaha, NE
  • 05/2020 → 08/2020
    Champions Run Golf Course
    Omaha, NE
  • 08/2016 → 05/2020
    Full Time Education
    Omaha, NE
  • 06/2020 → 05/2024
    Full Time Education
    Lincoln, NE
  • 06/2024 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-20
S63 Uniform Securities Agent State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2026-03-20
  • S63 Uniform Securities Agent State Law Examination
    2024-11-26

View on SEC IAPD

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