David Wehrle

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 720-360-5499

Financial credentials

  • Series 7, 63, 66 Securities Licenses

Experience

8 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Customer Service, Charles Schwab, 2015-2017
  • Investment Consultant, Charles Schwab, 2017-2022
  • Senior Financial Consultant, Charles Schwab, 2022-2024

Education

  • BA, Business, Lindenwood University

Personal interests and affiliations

  • Centennial Flyers
  • Rocky Mountain Village

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