Erik Kautzmann, CRPC®

VP - Financial Consultant

+1 405-254-9103

Financial credentials

  • Chartered Retirement Planning Counselor℠
  • Series 7, 66 Securities Licenses

Experience

16 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Workplace Financial Consultant, Fidelity Investments, 2011-2023
  • Advisor Assistant, MFA Financial Planning, 2010-2011
  • Financial Advisor, A.G. Edwards, 2007-2009

Standard mailing address:

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

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