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Brandon L

Series 63, Series 66

Elkorn, NE

Charles Schwab

Brandon Lombardo is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior work includes roles at First Command Financial Services and TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and centralized operational resources.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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