Walkner Condon Financial Advisors

MAY 12, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020. Amber Schmechel is joining our team with 15 years of experience in communications and marketing.

Executive Compensation 52

Executive Compensation Clients Communication License 52

Walkner Condon Financial Advisors

JULY 27, 2023

She also carries the benefits of being licensed, which will allow for her to perform higher level tasks such as trading. Schwab / TD Ameritrade Merger TD Ameritrade was acquired by Charles Schwab and the deal was completed in October 2020. Amber Schmechel is joining our team with 15 years of experience in communications and marketing.

Executive Compensation 52

Executive Compensation Clients Communication Education 52

Sara Grillo

SEPTEMBER 12, 2022

Salary is excessive, compensation consultant appointed by the CEO, Keller earned $1,009,329 as disclosed on the Form 990 for 2020. Grillo pipes up that the CFP Board is never going to require compensation methods to be disclosed, because that would go against the insurance agents. Board minutes are not be made public.

CFP 80

CFP Financial Planner Ethics Financial Planning 80