Andy Saeger, financial advisor Brookfield WI
93 score

Andy Saeger

CRD Number: 4542749
Current Firm: Charles Schwab & Company, Inc.

Andy Saeger (CRD# 4542749) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Brookfield, WI and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Brookfield, WI Oct 2006 - Current 11
Charles Schwab & Company, Inc. Brookfield, WI Sep 2006 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Andy W. Saeger
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IL
  • WI
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, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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