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Brian Thomas Van vlack

Charles Schwab & CO., Inc.

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About Brian Thomas Van vlack

Brian Van Vlack is a financial professional with over 17 years of experience in the industry. Brian is currently registered with Charles Schwab & CO., Inc. and is licensed in all 50 states. Previously, Brian was with TD AMERITRADE CLEARING, INC. and TD AMERITRADE, INC. Brian holds the Series 4, 7, 24, 57TO and 66 licenses and the SIE certification. Brian provides financial planning, portfolio management, and other advisory services to individual and institutional clients.

Firm Information

Brian Van vlack 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 Van vlack’s Registration & Firm History

TX

03/30/2023 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

01/17/2013 - 09/20/2023

TD AMERITRADE CLEARING, INC. (Southlake TX)

TX

04/18/2007 - 09/20/2023

TD AMERITRADE, INC. (Westlake TX)

MN

05/03/2005 - 10/28/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

05/03/2005 - 10/28/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2013

Series 4 - Registered Options Principal Examination

BC

Issued 03/19/2012

Series 24 - General Securities Principal Examination

BC

Issued 12/18/2021

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2005

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 Thomas Van vlack.
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