Michael Phillip Lobato
Investment adviser representative at Charles Schwab & Co., Inc.
7 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
7 years in the industry.
- Charles Schwab & Co., Inc.Aug 2021 to now
- Charles Schwab Bank, SsbAug 2021 to now
- Asset Solutions IncJan 2021 to Aug 2021
- Geneos Wealth Management IncJan 2021 to Aug 2021
- Geneos Wealth ManagementJan 2020 to Dec 2020
- Asset Solutions, Inc.Dec 2019 to Dec 2020
- Charles Schwab & Co., Inc.Aug 2018 to Nov 2019
- Charles Schwab & Co., Inc.Jun 2017 to Aug 2017
- Northwestern Mutual DenverJun 2015 to Feb 2017
- Colorado State UniversityAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6505866
- Firm CRD
- 5393