Zachary Mullnix
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Jan 2022 to now
- Charles Schwab Bank, SsbJan 2022 to now
- Ameriprise Financial Services, LLCSep 2021 to Nov 2021
- Equitable Advisors, LLCSep 2019 to Sep 2021
- AXA Advisors, LLCSep 2019 to Jun 2020
- Alta SportsNov 2018 to Apr 2019
- Sugar Bowl ResortDec 2016 to May 2017
- OarsJun 2016 to Jan 2020
- California State University SacramentoAug 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 7203628
- Firm CRD
- 5393