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Zachary L Newberg

Charles Schwab & CO., Inc.

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About Zachary L Newberg

Zachary Newberg is a financial advisor with Charles Schwab & CO., Inc. located in West Des Moines, IA. Zachary has been in the financial services industry for over 10 years and has a broad range of experience in providing financial planning and investment advice. Zachary is registered with the state of Iowa and holds the Series 7 and Series 66 licenses, as well as the SIE exam. Zachary was previously registered with Securities America, Inc., U.S. Bancorp Investments, Inc., FBL Marketing Services, LLC, TIAA-CREF Individual & Institutional Services, LLC, and T. Rowe Price Investment Services, Inc.

Firm Information

Zachary Newberg 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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Zachary Newberg’s Registration & Firm History

IA

06/15/2022 - Present

Charles Schwab & CO., Inc. (West Des Moines IA)

IA

02/02/2022 - 06/30/2022

SECURITIES AMERICA, INC. (WEST DES MOINES IA)

IA

10/13/2021 - 12/24/2021

U.S. BANCORP INVESTMENTS, INC. (DES MOINES IA)

IA

12/03/2020 - 10/13/2021

FBL MARKETING SERVICES, LLC (WEST DES MOINES IA)

IA

06/03/2014 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (AMES IA)

CO

06/20/2012 - 05/23/2014

T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)

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Licenses & Designations

BOTH

Issued 08/14/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/2012

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 Zachary L Newberg.
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