Brandon Baenke, AAMS®, AWMA®, CRPC®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 888-212-9997

Financial credentials

  • Accredited Asset Management Specialist℠
  • Accredited Wealth Management Advisor℠
  • Chartered Retirement Planning Counselor℠
  • Series 7, 9, 10, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

14 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • VP; Financial Solutions Advisor, Merrill Lynch, 2017-2021
  • AVP; Relationship Manager, Bank of America/Merrill Lynch, 2011-2017

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