Melissa Dawn Wacker
Investment adviser representative at Charles Schwab & Co., Inc.
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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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
21 years in the industry.
- Charles Schwab & Co., Inc.Oct 2018 to now
- Charles Schwab Bank, SsbOct 2018 to now
- UnemployedJun 2018 to Sep 2018
- Pacific Select Distributors, LLCFeb 2005 to Jun 2018
- Pacific LifeJan 2005 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 4330814
- Firm CRD
- 5393