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Cruse William Schuster

Charles Schwab & CO., Inc.

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About Cruse William Schuster

Cruse William Schuster is a financial advisor with Charles Schwab & CO., Inc. Schuster has been a registered investment advisor for over a year. Schuster holds a Series 7TO and SIE securities license, as well as a Series 66 securities license and a Series 63 securities license. Schuster has been in the industry for over a year. Schuster is registered in 51 states and the District of Columbia. Schuster is registered with the firm in the Brookfield, WI and Middleton, WI offices. Schuster offers financial planning and selection of other advisors services.

Firm Information

Cruse Schuster 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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Cruse Schuster’s Registration & Firm History

WI

02/02/2024 - Present

Charles Schwab & CO., Inc. (Brookfield WI)

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Licenses & Designations

BOTH

Issued 01/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/14/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Cruse William Schuster.
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