Hogan Marshall, CFP®

VP - Financial Consultant

+1 630-572-2532

Financial credentials

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

Experience

4 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2023-present
  • Investment Consultant, Charles Schwab, 2021-2023

Education

  • BS, Finance, Iowa State Univeristy
  • BS, Marketing, Iowa State University
  • Minor, Management, Iowa State University

Personal interests and affiliations

    Standard mailing address:

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

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