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Brian James Tessman

Charles Schwab & CO., Inc.

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About Brian James Tessman

Brian Tessman is a registered investment advisor representative with Charles Schwab & CO., Inc.. Brian has been in the financial industry for over 16 years. Previously, Brian Tessman was employed by TD Ameritrade, Inc., Securities America, Inc., and Securities America Advisors. Brian Tessman holds the following licenses and registrations: Series 4, Series 7, Series 24, and Series 66. Brian is a registered investment advisor in Nebraska. Brian Tessman's firm, Charles Schwab & CO., Inc. offers financial planning, portfolio management, and other advisory services. The firm has a total of 919,128 clients and manages more than $50 billion in assets.

Firm Information

Brian Tessman 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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Brian Tessman’s Registration & Firm History

NE

01/26/2022 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

01/30/2017 - 01/18/2022

TD AMERITRADE, INC. (OMAHA NE)

NE

08/28/2015 - 01/17/2017

SECURITIES AMERICA, INC. (LAVISTA NE)

NE

10/04/2006 - 07/02/2015

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 11/16/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/15/2010

Series 4 - Registered Options Principal Examination

BC

Issued 12/14/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2006

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 Brian James Tessman.
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