David Wehrle
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 720-360-5499Financial 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