Eugene Howard Engholm

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

• 02/1994 → 11/2016
  Fidelity Brokerage Services, Inc.
  Merrimack, NH
• 03/2017 → 09/2018
  Scottrade Inc
  Peabody, MA
• 11/2016 → 03/2017
  Unemployed
  York, ME
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Peabody, MA
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Portland, ME
• 11/2023 → Present
  Charles Schwab Bank, Ssb
  Portland, ME

Previous Registrations

• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Manchester, NH
  Manchester, NH
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Peabody, MA
  Bedford, NH
  Omaha, NE
• 2017-04-04 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO
• 2010-08-17 → 2016-11-10
  Strategic Advisers Llc
  Merrimack, NH

Other Businesses

1) Hidden Creek Golf Course | Investment Related:No|17 Morgan Rd |LITCHFIELD|NH|03052|USA|Sports/Physical Recreation|Driving Range Associate|4/20/2002|20-40|0|Pick range at the local golf course 2-3 evenings a week. Total 3-5 hours on average weekly. Would take place after 530pm.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-03
• S63 Uniform Securities Agent State Law Examination
  1989-07-17

Other Names

• Eugene Howard Engholm
• Eugene Howard Engholm