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Bret Henry Crouse

Charles Schwab & CO., Inc.

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About Bret Henry Crouse

Bret Henry Crouse is a financial advisor currently registered with Charles Schwab & CO., Inc. in Arizona. Bret's experience in the industry spans over two decades, with previous roles at H&R BLOCK FINANCIAL ADVISORS, INC.. Bret has a wide range of experience, demonstrated by holding both Series 7 and Series 63 licenses. Bret is a valuable asset to any client who seeks guidance and investment advice, and with a focus on serving clients' needs, Bret has a strong understanding of the financial industry.

Firm Information

Bret Crouse 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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Bret Crouse’s Registration & Firm History

AZ

09/14/2021 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

MI

12/16/1998 - 01/30/2002

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

BC

Issued 04/05/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/31/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/24/2020

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/1999

Series 7 - General Securities Representative Examination

BC

Issued 12/10/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Bret Henry Crouse.
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