Brookfield

Visit Schwab's Brookfield, WI branch, your local investment firm offering financial services near you

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Address

305 S Moorland Road
Brookfield, WI 53005: opens in a new window

Just North of I-94 on Moorland Road - near Brookfield Square Mall, between the Sheraton Hotel and Outback Steakhouse

Ample parking available in attached parking lot.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

This branch is available by appointment only.

Your needs expertly handled.

Schwab consultants have one goal: To help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Rob Ciriacks

VP - Financial Consultant

Jason Gomolla

VP - Financial Consultant

Trey Grassl

VP - Financial Consultant

Steve Herbst

VP - Financial Consultant

Manohar Khatri

VP - Sr. Financial Consultant

Sarah Knudson

VP - Assistant Branch Manager | CFP®, MBA

Bridget Lee

VP - Financial Consultant | CFP®

Eric Leonard

VP - Financial Consultant

Kayla Lukehart

VP - Financial Consultant | CFP®

Kyle Wold

VP - Sr. Financial Consultant

We have one focus: You.

Whether you prefer to manage your own investments or work with a consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you - ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.

Join us for a local workshop

Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.

See more workshops

Tax Planning (WM Topic)

Tax Planning topic within Wealth Management Topics Virtual & In-Person Invite - EML125020

17950 W. Corporate Drive
Brookfield, WI 53045

September 10, 2025
11:30 AM - 1:30 PM

Reserve a spot: opens in a new window

Additional resources

Everything you need to take charge of your finances.

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Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

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