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Erik David Thysen

Charles Schwab & CO., Inc.

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About Erik David Thysen

Erik Thysen is a financial professional with over 15 years of experience in the industry. Erik is currently registered with Charles Schwab & Co., Inc. and is licensed in all 50 states. Prior to his current role, Erik has held positions with several other firms including Gelber Securities, LLC, VTRADER PRO, LLC, Susquehanna Capital Group, SIG INDEX SPECIALISTS, LLC, Susquehanna Securities, and Susquehanna Investment Group. Erik specializes in providing financial planning and investment advice.

Firm Information

Erik Thysen 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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Erik Thysen’s Registration & Firm History

TX

09/25/2018 - Present

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

IL

06/01/2015 - 06/06/2017

GELBER SECURITIES, LLC (CHICAGO IL)

CA

06/30/2009 - 06/01/2012

VTRADER PRO, LLC (SAN FRANCISCO CA)

PA

01/28/2009 - 05/21/2009

SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)

NY

11/10/2008 - 05/21/2009

SIG INDEX SPECIALISTS, LLC (NEW YORK NY)

PA

10/22/2003 - 05/21/2009

SUSQUEHANNA SECURITIES (BALA CYNWYD PA)

PA

09/26/2003 - 01/08/2009

SUSQUEHANNA INVESTMENT GROUP (BALA CYNWYD PA)

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Licenses & Designations

BC

Issued 01/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2009

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Erik David Thysen.
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