Louis B. Dissel, CFP®

Independent Branch Leader and Financial Consultant

+1 513-453-4774

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 31, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

23 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2014-present
  • Wealth Management Advisor, TIAA-CREF, 2009-2014
  • Financial Advisor, UBS, 2007-2009
  • Regional Investment Manager, Fifth Third Securities, 2004-2007
  • Financial Advisor, Morgan Stanley, 2001-2004

Education

  • BSBA, Xavier University
  • Double-Major in Finance and Marketing

Personal interests and affiliations

  • Rotary Club of Cincinnati
  • Kiwanis Club of Mason
  • West Chester Liberty Chamber Alliance
  • Lakota Optimist Club

Standard mailing address:

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

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