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Derek Jacob Wilhelm

Charles Schwab & CO., Inc.

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About Derek Jacob Wilhelm

Derek Wilhelm is a financial advisor currently registered with Charles Schwab & CO., Inc. in California. Derek has been in the financial industry since 2006 and has experience working with a variety of firms including TD Ameritrade, PNC Investments, and CCO Investment Services Corp. Derek has a wide range of experience in the financial industry and is well-equipped to assist clients with their financial planning needs. Derek has a Series 7, Series 66, and SIE license and holds current registrations in several states.

Firm Information

Derek Wilhelm 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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Derek Wilhelm’s Registration & Firm History

CA

01/25/2022 - Present

Charles Schwab & CO., Inc. (San Diego CA)

CA

05/21/2012 - 05/19/2024

TD AMERITRADE, INC. (San Diego CA)

OH

11/30/2011 - 05/21/2012

PNC INVESTMENTS (DUBLIN OH)

OH

10/27/2006 - 11/15/2011

CHARLES SCHWAB & CO., INC. (COLUMBUS OH)

RI

06/09/2005 - 09/02/2005

CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)

MN

09/21/2004 - 01/06/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/21/2004 - 01/06/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/14/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2004

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 Derek Jacob Wilhelm.
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