Will Riddle, CFP®

VP - Financial Consultant

+1 816-360-6503

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 6, 7, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

6 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2025-present
  • Investment Consultant, Charles Schwab, 2023-2025
  • High Net Worth Client Specialist, American Century Investments, 2021-2023
  • Brokerage Investment Specialist, American Century Investments, 2021-2021
  • Investment Representative, American Century Investments, 2019-2021

Education

  • BS, Business Administration - Finance, University of Missouri - Columbia

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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