Charlie Brandt, CFP®

VP - Sr. Financial Consultant

+1 402-343-2886

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

16 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2019-present
  • Private Client Advisor, Bank of the West, 2017-2019
  • Sr. Financial Consultant, TD Ameritrade, 2017-2017
  • Private Banker, Wells Fargo Bank, 2009-2017

Education

  • Bachelor's Degree, University of Northern Iowa
  • Finance: Financial Services

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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