Stephen Munsch
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab Bank, SsbJan 2025 to now
- Charles Schwab & Co., Inc.May 2022 to now
- MenardsMay 2019 to May 2022
- Firstdue RemodelingJun 2017 to May 2019
- Full Time StudentJan 2012 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7543607
- Firm CRD
- 5393