Brian Edkin, CFP®

VP - Branch Manager

+1 615-771-1722

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

27 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2023-present
  • Managing Director - Sales Learning and Devlopment, Charles Schwab, 2022-2023
  • Divisional Director Wealth Management Consulting, Charles Schwab, 2019-2022
  • Branch Network Sales Coach, Charles Schwab, 2016-2019
  • VP - Branch Manager, Charles Schwab, 2004-2016
  • Investment Consultant, Charles Schwab, 1999-2004

Education

  • Concordia University
  • Bachelor Liberal Arts

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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