Rachel Marie Meekhof
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
2 statesRegistered 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 Bank, SsbJan 2024 to now
- Charles Schwab & Co., Inc.Aug 2020 to now
- Memphis Pizza CafeDec 2019 to Jun 2020
- MML Investors ServicesDec 2019 to Jan 2020
- Mass Mutual Life Insurance CompanyAug 2019 to Jan 2020
- Bayer CropscienceDec 2018 to Aug 2019
- Williams Sonoma IncJul 2018 to Dec 2018
- University of Tn, MartinAug 2014 to Jul 2018
- Huey'sMay 2014 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
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
- 7200338
- Firm CRD
- 5393