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Mitchell Dean Bertonneau

Charles Schwab & CO., Inc.

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About Mitchell Dean Bertonneau

Mitchell Dean Bertonneau is a financial advisor registered with Charles Schwab & Co., Inc. Mitchell holds the Series 7TO, Series 66 and SIE securities licenses. Mitchell is also registered as an Investment Advisor Representative (IAR) in Texas. Mitchell has been in the financial services industry since August 2021. Mitchell is a Certified Financial Planner. Mitchell has worked for TD Ameritrade, Inc. in the past. Mitchell has worked for Charles Schwab Bank, SSB in the past. Mitchell has worked for Charles Schwab & Co., Inc. in the past. Mitchell is currently employed by Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB.

Firm Information

Mitchell Bertonneau 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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Mitchell Bertonneau’s Registration & Firm History

TX

01/09/2022 - Present

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

NE

08/09/2021 - 03/07/2022

TD AMERITRADE, INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 08/26/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mitchell Dean Bertonneau.
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