Ian Withem
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Dec 2021 to now
- Charles Schwab Bank, SsbDec 2021 to now
- TD Ameritrade Investment Management, LLCDec 2022 to Jun 2024
- TD Ameritrade, Inc.Dec 2022 to Jun 2024
- Etoro USA LLCAug 2021 to Nov 2021
- Charles Schwab & Co., Inc.May 2020 to Aug 2021
- UnemployedJan 2020 to May 2020
- Texas Health and Human ServicesMay 2019 to Dec 2019
- Target CorporationMar 2019 to Apr 2019
- Brent Allen State Farm InsuranceJul 2018 to Feb 2019
- Brent Allen State Farm InsuranceMay 2017 to Aug 2017
- Pepperdine UniversityMay 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 7254145
- Firm CRD
- 5393