David Lantz Robertson

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

• 07/2022 → 03/2024
  Avon Community Schools
  Avon, IN
• 08/2002 → 06/2022
  North Central High School
  Indianapolis, IN
• 04/2024 → 06/2024
  Unemployed
  Indianapolis, IN
• 10/2012 → Present
  Algebra Awesomeness
  Indianapolis, IN
• 08/2019 → Present
  2 Pi R Studios
  Indianapolis, IN
• 06/2024 → Present
  Gametime Portraits
  Indianapolis, IN
• 06/2024 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Other Businesses

1) Algebra Awesomeness|Investment Related: No|Education|Owner/Creator|10/1/2012|Less than 20 hour/month - 0 during trading hours|sell lesson plans and activities to teachers online at www.teacherspayteachers.com/algebraawesomeness, 2) 2 Pi R Studios|Investment Related: No|photography studio|owner/photographer|4/1/2019|Varies hour/month - 0 during trading hours|photographer, 3) GameTime Portraits|Investment Related: No|photography studio specializing in sports|owner/photographer|6/1/2024|Varies hour/month - 0 during trading hours|photographing sports teams and individual athletes

Exams

• S66 Uniform Combined State Law Examination
  2025-11-20
• S63 Uniform Securities Agent State Law Examination
  2024-09-18