Erik Talmage
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab & Co., Inc.Aug 2024 to now
- Charles SchwabAug 2024 to now
- Charles Schwab Bank, SsbAug 2024 to now
- Eagle Strategies LLCDec 2021 to Aug 2024
- Nylife Securities LLCNov 2021 to Aug 2024
- New York Life Insurance Co.Oct 2021 to Aug 2024
- Ameriprise Financial Services, IncSep 2018 to Oct 2021
- Tdc AthleticsAug 2018 to Mar 2020
- Rohnert Park GymnasticsApr 2016 to Jun 2018
- Movement Now Inc.Apr 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
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
- 7012796
- Firm CRD
- 5393