Lauren Michelle Bookwalter
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab & Co., Inc.Jan 2023 to now
- UnemployedNov 2022 to Jan 2023
- CadcAug 2022 to Nov 2022
- Uber EatsMay 2022 to Apr 2023
- Walgreens PharmacyOct 2021 to May 2022
- Einstein BagelsAug 2021 to Oct 2021
- Full Time EducationJan 2021 to Dec 2022
- Guglielmo & AssociatesSep 2020 to Mar 2021
- UnemployedAug 2020 to Sep 2020
- SafewayMay 2020 to Aug 2020
- Arizona Jewish PostJan 2020 to May 2020
- Insomnia CookiesAug 2019 to Aug 2021
- Full Time EducationAug 2019 to Aug 2020
- UnemployedMay 2019 to Aug 2019
- Glendale Community CollegeJan 2019 to May 2019
- Full Time EducationAug 2017 to May 2019
- Staples Print and MarketingAug 2017 to Jan 2019
- UnemployedMay 2017 to Aug 2017
- Full Time EducationAug 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7664322
- Firm CRD
- 5393