Taylor Madison Radtke
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 Bank, SsbAug 2025 to now
- Charles Schwab & Co., Inc.Apr 2023 to now
- AddressableDec 2022 to Mar 2023
- Nationstar Morgage LLCMay 2021 to Nov 2022
- CollaberaJun 2020 to Apr 2021
- Full-time EducationAug 2019 to May 2020
- BlueyonderMay 2019 to May 2020
- Casa AmigosSep 2018 to Apr 2019
- Full-time EducationAug 2018 to May 2019
- CasaMar 2018 to Sep 2018
- J CrewOct 2017 to Feb 2018
- Full-time EducationAug 2017 to May 2018
- Anytime FitnessMay 2017 to Aug 2017
- BullwinklesMay 2017 to Aug 2017
- Anytime FitnessDec 2016 to Dec 2016
- Full-time EducationAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7720242
- Firm CRD
- 5393