Nathan Wankel
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab Bank, SsbJun 2025 to now
- Charles Schwab & Co., Inc.Apr 2023 to now
- UnemployedDec 2022 to Apr 2023
- Premier Martial ArtsAug 2019 to Nov 2022
- Door DashAug 2019 to Aug 2020
- Investor FuelSep 2018 to May 2019
- Micro CenterMay 2018 to Dec 2018
- FootlockerJan 2017 to May 2018
- New Heights Investment GroupSep 2016 to Jan 2023
- Come Sit StayMay 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7714825
- Firm CRD
- 5393