David Engstrom
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- Charles Schwab Bank, SsbAug 2024 to now
- Fifth Third BankMay 2019 to Aug 2024
- Fifth Third SecuritiesMay 2019 to Aug 2024
- Cetera Investment Advisers LLCJul 2017 to Apr 2019
- Cetera Investment Services LLCJul 2017 to Apr 2019
- The State BankJul 2017 to Apr 2019
- LPL Financial, LLCJan 2016 to Jun 2017
- Innovative Retirement SolutionsJan 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5400893
- Firm CRD
- 5393