AUMdb
ML

Michael Lee Westra

CRD 2962377 Certified Financial Planner Has disclosures

Firms

FirmRoleAs of
Charles Schwab & Co., Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗