Carson Blake Moen
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab BankApr 2025 to now
- Charles Schwab & Co., Inc.Jan 2023 to now
- InstacartSep 2022 to Jan 2023
- The Brokerage HouseJul 2022 to Sep 2022
- Best BuyOct 2021 to Jul 2022
- 84 LumberOct 2020 to Oct 2021
- UnemployedMay 2020 to Oct 2020
- Full-time EducationMar 2020 to May 2020
- Dicks Sporting GoodsSep 2019 to Mar 2020
- UnemployedMay 2019 to Sep 2019
- Home DepotFeb 2018 to May 2019
- Cabela'sOct 2017 to Feb 2018
- Bass ProJul 2017 to Oct 2017
- UnemployedMay 2017 to Jul 2017
- Best BuySep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7660951
- Firm CRD
- 5393