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Michael Phillip Lobato

Charles Schwab & CO., Inc.

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About Michael Phillip Lobato

Michael Lobato is a financial advisor registered with Charles Schwab & CO., Inc. and has been in the industry since July 2, 2019. Michael has Series 7TO, SIE and Series 66 licenses. Michael is also a Certified Financial Planner. Michael has experience with GENEOS WEALTH MANAGEMENT, INC. and ASSET SOLUTIONS, INC. In addition to working at Charles Schwab & CO., Inc. Michael is also registered with the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Michigan, Minnesota, Mississippi, Missouri, Nevada, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, South Dakota, Texas, Virginia, Washington, and Wyoming.

Firm Information

Michael Lobato 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 Lobato’s Registration & Firm History

CO

09/16/2021 - Present

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

CO

01/06/2020 - 08/18/2021

GENEOS WEALTH MANAGEMENT, INC. (LITTLETON CO)

TX

05/10/2019 - 12/04/2019

CHARLES SCHWAB & CO., INC. (Fort Worth TX)

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Licenses & Designations

BOTH

Issued 06/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Phillip Lobato.
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