Charles Joseph Klausmeier
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
2 statesRegistered 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
9 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab Bank, SsbDec 2025 to now
- USAA Investment Services CompanyMay 2025 to Dec 2025
- USAA Life Insurance CoJun 2020 to Dec 2025
- USAA Investment Management CompanyJan 2018 to Jun 2020
- USAA Financial Advisors IncApr 2016 to Jun 2020
- USAA Financial Planning ServicesApr 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 5351554
- Firm CRD
- 5393