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Matthew J Mellema

Charles Schwab & CO., Inc.

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About Matthew J Mellema

Matthew Mellema is a financial advisor with Charles Schwab & CO., Inc., where he has been employed since January 2023. He has been working in the securities industry since July 2019. Matthew has been registered with the state of Nebraska since January 2023 as a Broker and Investment Advisor Representative. Prior to joining Charles Schwab & CO., Inc., Matthew was an Investment Advisor Representative at TD Ameritrade, Inc., where he provided financial services for over five years. Matthew has Series 7, 63, and 66 securities licenses and has been trained to serve a wide variety of clients.

Firm Information

Matthew Mellema 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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Matthew Mellema’s Registration & Firm History

NE

03/14/2023 - Present

Charles Schwab & CO., Inc. (Omaha NE)

NE

07/12/2019 - 05/19/2024

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 10/26/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew J Mellema.
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