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Paul George Huelskamp

Charles Schwab & CO., Inc.

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About Paul George Huelskamp

Paul George Huelskamp is an active financial advisor registered with Charles Schwab & CO., Inc. in Omaha, NE. Paul Huelskamp has been in the industry since December 21, 2018. Previously, Paul Huelskamp was affiliated with TD Ameritrade, Inc., The Advisors Group, Inc., and Ameritas Investment Corp. Paul Huelskamp holds the following licenses and certifications: Series 6, Series 7TO, Series 26, SIE, and Series 63.

Firm Information

Paul Huelskamp 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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Paul Huelskamp’s Registration & Firm History

NE

06/16/2023 - Present

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

NE

01/07/2021 - 05/19/2024

TD AMERITRADE, INC. (OMAHA NE)

MD

04/06/2001 - 12/06/2002

THE ADVISORS GROUP, INC. (BETHESDA MD)

NE

11/20/2000 - 12/21/2001

AMERITAS INVESTMENT CORP. (LINCOLN NE)

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Licenses & Designations

BC

Issued 02/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/07/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2020

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Paul George Huelskamp.
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