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John Mark Padzik

Charles Schwab & CO., Inc.

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About John Mark Padzik

John Mark Padzik is a financial professional with over 27 years of experience in the financial services industry. John Mark currently works at Charles Schwab & Co., Inc. in Lone Tree, Colorado. Previously, John Mark has also worked at TD Ameritrade, Inc., First Command Financial Planning, Inc., Green Drake, Inc., E*TRADE Securities LLC, First Union Securities, Inc., Atlas Securities, Inc., The Advisors Group, Inc., Shearson Lehman Brothers Inc., and Blinder, Robinson & Co.,INC. John Mark is registered in Colorado and Texas. John Mark offers Financial Planning, Wrap Fee Program sponsor and financial planning advisor referral programs.

Firm Information

John Padzik 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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John Padzik’s Registration & Firm History

CO

08/30/2022 - Present

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

CO

08/11/2014 - 12/31/2023

TD AMERITRADE, INC. (Lone Tree CO)

CO

03/23/2012 - 02/27/2013

FIRST COMMAND FINANCIAL PLANNING, INC. (AURORA CO)

CO

04/15/2010 - 12/01/2011

FIRST COMMAND FINANCIAL PLANNING, INC. (AURORA CO)

CO

06/22/2006 - 11/14/2008

GREEN DRAKE, INC. (DENVER CO)

NJ

12/07/2001 - 08/11/2004

E*TRADE SECURITIES LLC (JERSEY CITY NJ)

MO

12/03/1998 - 08/15/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

CA

07/19/1996 - 12/11/1998

ATLAS SECURITIES, INC. (SAN LEANDRO CA)

MD

05/13/1996 - 09/05/1996

THE ADVISORS GROUP, INC. (BETHESDA MD)

NA

08/19/1984 - 09/28/1987

SHEARSON LEHMAN BROTHERS INC.

NA

01/26/1984 - 07/23/1984

BLINDER, ROBINSON & CO.,INC.

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Licenses & Designations

BOTH

Issued 05/04/2010

Series 66 - Uniform Combined State Law Examination

IA

Issued 01/28/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/10/1996

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 John Mark Padzik.
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