Joshua Van Wagenen | Branch Manager - Financial Solutions Branch
Joshua Van Wagenen, CFP®, CTFA, MBA
Branch Manager - Financial Solutions Branch
| +1 719-339-7574 +1 719-339-7574
I’m responsible for maintaining a high level of excellence at my branch, where we can partner with you to understand your goals, create a personalized plan, and provide investing guidance. You’ll understand where your money is invested and why, how your investments are performing, and how much it’s costing you. Plus you’ll have access to Schwab’s portfolio management expertise, insights, and specialists. It’s a modern approach to wealth management—so you can take ownership of your financial life.

Financial Credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Certified Trust and Financial Advisor
  • Master in Business Administration
  • Series 7, 9, 10, 24, 51, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience
  • Branch Manager - Financial Solutions Branch, Charles Schwab, 2021-present
  • Senior Centralized Supervisor, USAA Life Company, 2020-2021
  • Manager, USAA Financial Planning & Advice, 2012-2020
  • Financial Advisor, USAA Financial Planning & Advice, 2010-2012
  • Financial Advisor, LPL Financial, 2004-2010
  • Registered Sales Assistant, LPL Financial, 2003-2004

Education

  • Bachelor's Degree, Speech Communication & Rhetoric, Colorado State University
  • MBA, Finance Emphasis, University of Colorado Colorado Springs

Find more about my securities licenses, disclosures and work history on FINRA's BrokerCheck

To see how your representative is compensated, go to schwab.com/compensationdisclosure.

While working with a Financial Consultant is complimentary, the implementation of any recommendations made during consultations may result in trade commissions or other fees, charges, or expenses.

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

Representatives may only conduct business with residents of the states for which they are properly licensed.

Third party entities, companies and organization that may be referenced on this page are not affiliated with Charles Schwab & Co,. Inc. or any of its affiliates.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation of which there are important differences including, but not limited to, the type of advice and assistance provided, 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.

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.

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