8/1/26: The branch has moved and is now located at 4055 Mercantile Dr, Suite 175, Lake Oswego, OR 97035.

Lake Oswego

Visit Schwab's Lake Oswego, OR branch, your local investment firm offering financial services near you.

Address

4055 Mercantile Dr, Suite 175
Lake Oswego, OR 97035: opens in a new window

The branch is located in the Mercato Grove/Kruse Way commercial area, just east of 1-5 Exit 290 Kruse Way, making it easily accessible from all directions.

Parking for the Lake Oswego Branch is available on a first come, first served basis within walking distance from the branch.

Hours

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

Contacts

Branch phone: 503-721-2436
24/7 support: 800-435-4000

While appointments are suggested, we are happy to assist you at any time during business hours.

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.

Erick Ibarra

VP - Branch Manager | CFP®, CWS®, MBA

Shalisa Beck

VP - Financial Consultant | CFP®, CLU®, ChFC®

Jason Burke

VP - Sr. Financial Consultant | CFP®

Todd M. Caldwell

VP - Financial Consultant | CFP®, CFS®, CWS®

Troy Davis

VP - Sr. Financial Consultant | CFP®, CWS®, MBA

Wayne T. Janicki

VP - Sr. Financial Consultant | CFA®, CFP®, CMT®

Zack Mullnix

VP - Financial Consultant | CFP®

Wendy Wells

VP - Financial Consultant | CFP®

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.

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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.

(1025-SM77)

Lake Oswego

Location Details for Lake Oswego

Address

Hours

Contacts