William Schwind, financial advisor Minneapolis MN
93 score

William Schwind

CRD Number: 4459772
Current Firm: Charles Schwab & Company, Inc.

William Schwind (CRD# 4459772) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Minneapolis, MN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Minneapolis, MN Jan 2010 - Current 6
Charles Schwab Bank Minneapolis, MN Jan 2010 - Current 6
Ameriprise Financial Services, Inc. Eden Prairie, MN Oct 2009 - Jan 2010 < 1
H&r Block Financial Advisors, Inc. Eden Prarie, MN Mar 2006 - Jan 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for William T. Schwind
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • MN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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