Daniel Ryan Lightner

Financial advisor at Charles Schwab & Co., Inc. · Omaha, NE

Last updated 2026-10-10

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Daniel Ryan Lightner is a financial advisor at Charles Schwab & Co., Inc. in Omaha, NE, CRD 5988035. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-09-22.

Registration

CRD number
5988035
Registration status
Active
IAPD registration
2021-09-22
Industry Experience
5 years
Work Experience
13 years
States registered
NE

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2013-01 to 2021-06 · TD Ameritrade Clearing, Inc · Omaha, NE
  • 2021-01 to 2021-06 · Charles Schwab & Co., Inc. · Omaha, NE
  • 2021-06 to 2022-04 · Orion Advisor Technology · Omaha, NE
  • 2021-06 to 2022-04 · Orion Portfolio Solutions · Omaha, NE
  • 2021-10 to 2022-04 · Brinker Capital Securities · Berwyn, PA
  • 2022-05 to Present · Charles Schwab & Co., Inc. · Omaha, NE

Current employment

SEC IAPD record for Daniel Ryan Lightner

Charles Schwab & Co., Inc.

Registered advisors
6,791
Offices
867
Clients per advisor
0.0 (Low)

Charles Schwab & Co., Inc.: advisors, services and reported ETF investments

About

Daniel Ryan Lightner is a financial advisor at Charles Schwab & Co., Inc. in Omaha, NE. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 13 years of reported work history.

Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, and Other Advisory Service.

What this firm offers

Filed by Charles Schwab & Co., Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Selection of Other Advisers
  • Other Advisory Service

Fee options

  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

200 South 108th Ave, Omaha, NE 68154

250 advisors at this office.

Charles Schwab & office in Omaha, NE

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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