Bulverde, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$0
ClientsTotal clients
955,800
AdvisorsAdvisors at this office
2
Of 6,774 advisors across 756 offices
Location
Bulverde TX
Advisors at this office
2
Advisors at this office
Arturo T
Series 66
Bulverde, TX
Charles Schwab
Arturo Torres is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 22 years of industry experience. His prior work includes roles at Titleist Asset Management and USAA-affiliated firms. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options supported by strategic asset allocation and research from Schwab Center for Financial Research.
Danielle L
CFP®, Series 63, Series 65
Bulverde, TX
Charles Schwab
Danielle Lichtenberger is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Charles Schwab, where she has worked since 2020, and previously held roles at USAA Financial Advisors and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment advice, supported by multi-asset model portfolios and a centralized operational structure.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")