Daniel Meisenheimer
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Charles Schwab BankNov 2023 to now
- Charles Schwab & Co., Inc.Jul 2021 to now
- Self-employedOct 2011 to now
- USAAMay 2014 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4483797
- Firm CRD
- 5393