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Dean Edward Rodewald

Charles Schwab & CO., Inc.

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About Dean Edward Rodewald

Dean Edward Rodewald is a financial professional with over 15 years of experience in the financial services industry. Currently, Dean is a registered representative at Charles Schwab & Co., Inc. Prior to joining Charles Schwab, Dean worked at Broadridge Business Process Outsourcing, LLC and Old Mutual Investment Partners. Dean is licensed to sell securities in Colorado and Texas. He is a Series 6, 26, 63 and 65 licensed professional. Dean also holds the SIE license. Dean specializes in providing financial planning services to individuals and businesses.

Firm Information

Dean Rodewald 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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Dean Rodewald’s Registration & Firm History

CO

04/26/2017 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CO

08/27/2009 - 10/14/2016

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC (DENVER CO)

CO

01/05/2006 - 10/02/2007

OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)

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Licenses & Designations

IA

Issued 11/03/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dean Edward Rodewald.
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