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Michael Louis Globenfelt

Charles Schwab & CO., Inc.

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About Michael Louis Globenfelt

Michael Louis Globenfelt is a financial advisor with over 17 years of experience in the financial services industry. Michael Louis Globenfelt is currently registered with Charles Schwab & CO., Inc. and is licensed in 39 states. Michael Louis Globenfelt has previously worked at USAA FINANCIAL ADVISORS, INC., WELLS FARGO ADVISORS, LLC, and SUNTRUST INVESTMENT SERVICES, INC. Michael Louis Globenfelt holds the Series 66, Series 7, and SIE licenses. Michael Louis Globenfelt also holds the Certified Financial Planner designation. Michael Louis Globenfelt offers financial planning and selection of other advisers services.

Firm Information

Michael Globenfelt 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 Globenfelt’s Registration & Firm History

TX

05/28/2020 - Present

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

FL

04/13/2011 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (Tampa FL)

FL

05/09/2008 - 03/23/2011

WELLS FARGO ADVISORS, LLC (BRANDON FL)

FL

08/11/2006 - 04/16/2008

SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 10/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2006

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 Michael Louis Globenfelt.
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