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Andrea Jean Brotzel

Charles Schwab & CO., Inc.

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About Andrea Jean Brotzel

Andrea Jean Brotzel is a financial professional with over 14 years of experience in the industry. Andrea is registered as a registered representative (RR) with Charles Schwab & Co., Inc. Andrea has held previous positions with MORGAN STANLEY and CHARLES SCHWAB & CO., INC.. Andrea is licensed in 19 states and has passed multiple securities exams including the Series 7, Series 31, and Series 66. Andrea offers a range of services to clients, including financial planning, portfolio management, and investment advisory services. Andrea is committed to providing her clients with personalized financial advice that helps them reach their goals.

Firm Information

Andrea Brotzel is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Andrea Brotzel’s Registration & Firm History

MN

01/02/2019 - Present

Charles Schwab & CO., Inc. (Edina MN)

MN

10/13/2010 - 03/19/2013

MORGAN STANLEY (ROCHESTER MN)

AZ

09/16/2008 - 09/13/2010

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 10/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 09/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrea Jean Brotzel.
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