Heidi Dawn Dresbach
Investment adviser representative at Charles Schwab & Co., Inc.
23 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
23 years in the industry.
- Charles Schwab & Co., Inc.Mar 2026 to now
- N/aJul 2025 to Mar 2026
- LPL Financial LLCApr 2021 to Jul 2025
- Gwfs Equities, IncNov 2020 to Apr 2021
- Prudential Annuities Distributors, IncJun 2020 to Aug 2020
- The Prudential Insurance Company of AmericaJun 2020 to Aug 2020
- Charles Schwab & Co., Inc.Dec 2010 to Nov 2019
- Dresbach and Associates, LLCMay 2003 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2333422
- Firm CRD
- 5393