linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Izaak Herrera

Charles Schwab & CO., Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Izaak? Claim Your Profile

About Izaak Herrera

Izaak Herrera is a financial advisor at Charles Schwab & CO., Inc. based in Wayzata, Minnesota. He is licensed to provide investment advice in Minnesota. Izaak has been in the financial services industry since March 2023. His previous role was at Fidelity Brokerage Services LLC, also based in Minnesota. Izaak is licensed to provide investment advice in Minnesota. He is also a registered representative of FINRA. Izaak's focus is on providing investment advice to individuals, families, and businesses.

Firm Information

Izaak Herrera 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Asset based fees for wrap pgrms & subsc pricing for fin planning

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Izaak Herrera’s Registration & Firm History

MN

08/21/2024 - Present

Charles Schwab & CO., Inc. (Wayzata MN)

MN

03/13/2023 - 08/20/2024

FIDELITY BROKERAGE SERVICES LLC (EDINA MN)

Not sure if Izaak Herrera is right for you?

Licenses & Designations

IA

Issued 03/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/11/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Izaak Herrera.
Not sure if Izaak Herrera is right for you?