Brian Ard, financial advisor Omaha NE

Brian Ard

CRD Number: 6765514
Current Firm: Charles Schwab & Company, Inc.

Brian Ard (CRD# 6765514) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 6 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Charles Schwab And Company, Inc. Omaha, NE Dec 2022 - Current 1
Td Ameritrade Omaha, NE Mar 2017 - Dec 2022 5
The Ymca Of Wichita Kansas Wichita, KS Oct 2016 - Feb 2017 < 1
Air Capital Finance, Inc. Wichita, KS Dec 2016 - Jan 2017 < 1
Scholfield Corporate, LLC Wichita, KS Jul 2016 - Nov 2016 < 1
Unemployed El Dorado, KS Jan 2016 - Jun 2016 < 1
Koch Ag & Energy Solutions Wichita, KS Sep 2015 - Dec 2015 < 1
Wichita State University Wichita, KS May 2015 - Aug 2015 < 1
United States Senate District Of Columbia, DC Jan 2015 - Apr 2015 < 1
Sla Inc. Wichita, KS Oct 2009 - Dec 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2017
S63 Uniform Securities State Law Examination Apr 2017
Contact Info for Brian P. Ard
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NE
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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