Lanie Elizabeth Nikes
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab & Co., Inc.Jul 2023 to now
- Charles Schwab Bank, SsbJul 2023 to now
- N/aFeb 2023 to Jul 2023
- Mercer Global Advisors Inc.Jul 2022 to Feb 2023
- UnemployedOct 2019 to Jul 2022
- Mclaughlin Ryder Investments, Inc.Feb 2017 to Oct 2019
- Nova Retail, LLCOct 2016 to Feb 2017
- Nikes AdvisoryMay 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 4788454
- Firm CRD
- 5393