Andrew Scott Haagensen
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Charles Schwab & Co., Inc.May 2025 to now
- Charles SchwabMay 2025 to now
- Charles Schwab BankMay 2025 to now
- Fidelity InvestmentsAug 2023 to Apr 2025
- UnemployedMay 2023 to Jul 2023
- Full Time EducationAug 2021 to Apr 2023
- Elderwood RestaurantJan 2021 to Jul 2021
- Guitar CenterNov 2020 to Jan 2021
- Full Time EducationAug 2020 to May 2021
- Full Time EducationAug 2019 to Jun 2020
- Visalia Unified School DistrictJan 2018 to Jun 2018
- Adventure ParkJun 2017 to Dec 2017
- Full Time EducationAug 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7799918
- Firm CRD
- 5393