Daniel Buchholz (CRD# 6649757) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 7 years of experience in the finance industry.
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Wealth Advisory, Inc.
CRD# 2265858
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank Ssb | Lone Tree, CO | Jan 2018 - Current | 6 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | May 2016 - Current | 8 |
| Bellco Credit Union | Thornton, CO | May 2014 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- CO
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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