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Paul Andrew Bardenheier

Charles Schwab & Co., Inc.

St. Louis, MO

Westlake, TX

CRD 1663226

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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
MO RA APPROVED 2023-09-26
  • MO RA
    APPROVED
    Since 2023-09-26

Branch Locations

St. Louis, MO • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Scottrade, Inc. St. Louis MO 01/2003 02/2018
Td Ameritrade, Inc. Omaha NE 12/2017 05/2018
Unemployed Saint Louis MO 06/2018 05/2020
Consolidated Financial Investments, Inc. Saint Louis MO 05/2020 02/2023
Saxony Securities, Inc. St. Louis MO 08/2022 12/2022
Charles Schwab & Co., Inc St. Louis MO 01/2023 Present
  • 01/2003 → 02/2018
    Scottrade, Inc.
    St. Louis, MO
  • 12/2017 → 05/2018
    Td Ameritrade, Inc.
    Omaha, NE
  • 06/2018 → 05/2020
    Unemployed
    Saint Louis, MO
  • 05/2020 → 02/2023
    Consolidated Financial Investments, Inc.
    Saint Louis, MO
  • 08/2022 → 12/2022
    Saxony Securities, Inc.
    St. Louis, MO
  • 01/2023 → Present
    Charles Schwab & Co., Inc
    St. Louis, MO
Other Businesses

1) Paul A Bardenheier | Investment Related:No|1022 N Rock Hill St Louis, MO 63119 / 1024 N Rock Hill, St Louis MO 63119 / 9129 Moritz St Louis, MO 63144|St Louis|MO|63119|USA|Real Estate (Non-Agent/Broker)|Owner/property manager|2/1/1989|Less than 20|0|Own 3 single family rental homes in St Louis, MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-20
S65 Uniform Investment Adviser Law Examination 1999-09-07
S63 Uniform Securities Agent State Law Examination 1988-06-30
  • S66 Uniform Combined State Law Examination
    2023-09-20
  • S65 Uniform Investment Adviser Law Examination
    1999-09-07
  • S63 Uniform Securities Agent State Law Examination
    1988-06-30

View on SEC IAPD

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