Joshua Rauschenbach, financial advisor Westlake TX

Joshua Rauschenbach

CRD Number: 3060149
Current Firm: Charles Schwab & Company, Inc.

Joshua Rauschenbach (CRD# 3060149) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 25 years of experience in the finance industry. Joshua Rauschenbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Bank, Ssb Westlake, TX Dec 2020 - Current 3
Charles Schwab & Company, Inc. Westlake, TX Dec 2020 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Jan 2005 - Nov 2020 15
Tiaa Lewisville, TX Jan 2005 - Nov 2020 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 2006
Contact Info for Joshua J. Rauschenbach
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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