Madison Kate Opitz
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab Bank, SsbMar 2024 to now
- Charles Schwab & Co., Inc.Jun 2023 to now
- Trane TechnologiesApr 2022 to Jun 2023
- The Grove Kitchen & GardensMay 2021 to Mar 2023
- Target CorporationApr 2021 to May 2021
- Brookshire Grocery CompanyDec 2020 to Apr 2021
- Full-time EducationMay 2019 to Dec 2020
- Southern Fried RestaurantJan 2019 to May 2019
- Full-time EducationOct 2018 to Jan 2019
- Brookshire Grocery CompanyJul 2018 to Oct 2018
- Full-time EducationJun 2018 to Jul 2018
- Brookshire Grocery CompanyFeb 2017 to May 2018
- Full-time EducationJan 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7717774
- Firm CRD
- 5393