A relationship you can trust, close to home.

Schwab Independent Branch, Mequon

11309 N. Port Washington
Mequon, WI 53092

Hours today:8:30 a.m. - 5:00 p.m.
Monday - Friday8:30 a.m. - 5:00 p.m.
SaturdayClosed
SundayClosed

Branch phone:262-240-3940

For support 24/7:800-435-4000

Check deposits accepted until 5:00 p.m.

Cash deposits, money orders and traveler's checks are not accepted.

It all starts when you walk into our branch.

Kevin Gerard

Kevin Gerard

Independent Branch Leader and Financial Consultant

CFA®, CFP®

At our Mequon Independent Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.

As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions.

We offer:

A Financial Consultant can help you get where you want to be.

When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority.

While there are eligibility requirements to work with a dedicated Financial Consultant, the team at your local branch is ready to help answer your questions and offer guidance and support.

While appointments are suggested, we are happy to assist you at any time during business hours. After-hours meetings are available by appointment only.

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What to expect at an appointment

Ready to start investing?

It takes only minutes to open an account and get started.

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Our Promise

  • Partnering

    You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms.

  • Advice

    We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable.

  • Choice

    We offer a broad range of investment options from leading asset managers across the industry, not just our own.

  • Transparency

    We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

  • Value

    We design our products and services with a goal of driving down costs, so investors have more money to invest.

Additional resources

Schwab has many ways to help you own your finances and take charge of your financial future. While you’re here, take a moment to look around.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.


Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.


Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.


Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.


There are eligibility requirements to work with a dedicated Financial Consultant.


Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation for which there are important differences including, but not limited to, the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.


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