Todd Grier, AAMS®

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 800-838-9466

Financial credentials

  • Accredited Asset Management Specialist℠
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License


12 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2010-2020


  • University of Northern Colorado, BS Business Administration

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