Denver - Downtown

Visit Schwab's Denver, CO branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Location Details for Denver - Downtown

Address

1701 Platte Street, Suite 131
Denver, CO 80202: opens in a new window

We validate client parking in the building underground parking garage. The parking garage entrance is at the center of our building.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

While appointments are suggested, we are happy to assist you at any time during business hours.

Your needs expertly handled.

Schwab consultants have one goal: To help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Nick Berard

VP - Branch Manager | AAMS®

Robert Targosz

VP - Assistant Branch Manager | CFP®

Brady Bruns

VP - Sr. Financial Consultant

Lance Burch

VP - Sr. Financial Consultant | CFP®, MBA

Scott Dulgarian

VP - Financial Consultant | AAMS®, CWS®

Jacob Fischer

VP - Financial Consultant | CFP®

John Flanagan

VP - Financial Consultant | AAMS®, CFP®

Luke Jones

VP - Financial Consultant

Lee Moroz

VP - Financial Consultant

Natalie Pisaro

VP - Financial Consultant | CFP®

Courtney Sackett

VP - Financial Consultant | AWMA®, CFP®

Jack Seaton

VP - Financial Consultant | AWMA®, CFA®, CFP®

Tyler Strunk

VP - Financial Consultant | CFP®

Matthew Tepoorten

VP - Financial Consultant

Max Watkins

VP - Financial Consultant

Zach Ziccardi

VP - Sr. Financial Consultant | AAMS®, MBA

We have one focus: You.

Whether you prefer to manage your own investments or work with a consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you - ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

(0225-RXK8)