Mike Leupold

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-797-9044

Financial credentials

  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

34 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2019-2020
  • Wealth Advisor, USAA, 2016-2019
  • Financial Advisor, USAA, 2014-2016
  • Specialized Investment Servicing Representative, USAA, 2014-2014
  • Naval Officer/Pilot, U.S. Navy, 1989-2013

Education

  • U.S. Naval Academy (1989) B.S. General Engineering
  • U.S. Naval War College (2005) M.A. National Security and Strategic Studies

Personal interests and affiliations

  • Saint Peter Catholic Church Usher 2009-Present
  • U.S. Naval Academy Alumni Association 1989-Present
  • Care and Share Volunteer 2009-Present

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