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Blake Fanshier

Investment adviser representative at Charles Schwab & Co., Inc.
12 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

12 years in the industry.

  1. Charles Schwab & Co., Inc.Apr 2026 to now
  2. Charles Schwab Bank, SsbApr 2026 to now
  3. Aspire Volleyball ClubDec 2016 to now
  4. Equitable Advisors, LLCNov 2025 to Apr 2026
  5. Christian Brothers High School Girls VolleyballAug 2025 to Nov 2025
  6. University Enterprises, Inc.Jul 2023 to Jul 2025
  7. WalmartFeb 2022 to Dec 2022
  8. Belwood InvestmentsApr 2021 to Dec 2021
  9. Vista Del Lago High School Boys VolleyballFeb 2021 to Mar 2025
  10. Jamba JuiceAug 2020 to Mar 2021
  11. Full Time EducationAug 2014 to May 2025

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
8177679
Firm CRD
5393
Advisor's SEC record (opens in a new tab)
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