Philipp BallmaierCRD Number: 6180414
Current Firm: Charles Schwab & Company, Inc.
Philipp Ballmaier (CRD# 6180414) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.
Newman's Financial Planning
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
|Charles Schwab & Company,inc||Phoenix, AZ||Apr 2013 - Current||4|
|Drivetime Auto Sales||Mesa, AZ||Oct 2011 - Apr 2013||1|
|Liberty Mutual Insurance||Ahwatukee, AZ||Jul 2009 - Oct 2011||2|
|University Of Phoenix (job Brokers)||Phoenix, AZ||Mar 2009 - Jun 2009||< 1|
|Iron Mountain||Roselle, IL||Jan 2009 - Feb 2009||< 1|
|First Acceptance Insurance||Lombard, IL||Jan 2007 - Oct 2008||1|
|Caribou Coffee||Schaumburg, IL||Oct 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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