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Michael David Wetter

Investment adviser representative at Charles Schwab & Co., Inc.
22 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

22 years in the industry.

  1. Charles Schwab & Co., Inc.May 2020 to now
  2. Florida Army National GuardMay 2004 to now
  3. USAA Investment Management CompanyJan 2018 to May 2020
  4. USAA Financial Advisors, IncOct 2010 to May 2020
  5. USAA Financial Planning ServicesOct 2010 to May 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2008
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
5380542
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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