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Daniel Edward Watzke

Charles Schwab & CO., Inc.

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About Daniel Edward Watzke

Daniel Edward Watzke is a financial professional with over 17 years of experience in the industry. Daniel is currently registered with Charles Schwab & CO., Inc. and is located in Westlake, Texas. Daniel has previously been registered with TD AMERITRADE, INC., and TD AMERITRADE CLEARING, INC. Daniel holds Series 4, 7, 24, and 66 licenses and is a Registered Options Principal and General Securities Principal. Daniel is active in all states except Iowa.

Firm Information

Daniel Watzke 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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Daniel Watzke’s Registration & Firm History

TX

07/23/2022 - Present

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

TX

01/27/2006 - 08/26/2022

TD AMERITRADE, INC. (Southlake TX)

TX

07/31/2014 - 08/01/2019

TD AMERITRADE CLEARING, INC. (Southlake TX)

TX

12/16/2005 - 01/31/2006

AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 02/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/26/2015

Series 4 - Registered Options Principal Examination

BC

Issued 09/04/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2005

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 Daniel Edward Watzke.
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