Michael Donald Conn
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 Bank, SsbAug 2025 to now
- Charles Schwab & Co., Inc.Nov 2021 to now
- Chick-fil-aJul 2020 to Aug 2021
- UnemployedApr 2020 to Jun 2020
- The Job Center StaffingSep 2019 to Mar 2020
- UnemployedJun 2019 to Aug 2019
- Midwestern State UniversityAug 2017 to May 2019
- University of North TexasAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7466374
- Firm CRD
- 5393