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Michael Bradley Eklund

Charles Schwab & CO., Inc.

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About Michael Bradley Eklund

Michael Eklund is a financial advisor with Charles Schwab & CO., Inc. Michael has been working in the financial industry since 2008. Michael specializes in providing financial planning and investment advice to individuals and families. Michael is licensed to sell securities in all 50 states. In addition to his registration with Charles Schwab, Michael is also registered with the Financial Industry Regulatory Authority (FINRA).

Firm Information

Michael Eklund 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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Michael Eklund’s Registration & Firm History

TX

02/01/2019 - Present

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

TX

01/25/2008 - 07/13/2017

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 02/21/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/2019

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/11/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Michael Bradley Eklund. Review regulatory record here.
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