Brett Oland
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles Schwab BankApr 2025 to now
- Pruco Securities, LLC.Aug 2024 to Apr 2025
- UnemployedMar 2024 to Jul 2024
- Fisher InvestmentFeb 2022 to Feb 2024
- TD AmeritradeSep 2018 to Feb 2022
- Monkey SportsNov 2017 to Sep 2018
- Braum'sSep 2017 to Nov 2017
- A-game GrillMar 2014 to Sep 2017
- Allen Sports AssociationFeb 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7009949
- Firm CRD
- 5393