Eric Leonard

Financial advisor at Charles Schwab & Co., Inc. · Brookfield, WI

Last updated 2026-10-10

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Eric Leonard is a financial advisor at Charles Schwab & Co., Inc. in Brookfield, WI, CRD 7424978. Licenses and exams on the registration: Series 66. IAPD registration began 2024-07-22.

Registration

CRD number
7424978
Registration status
Active
IAPD registration
2024-07-22
Industry Experience
2 years
Work Experience
12 years
States registered
WI

Licenses and exams

  • Series 66

Work history

  • 2024-03 to Present · Charles Schwab & Co., Inc. · Brookfield, WI
  • 2023-01 to 2024-01 · Chicago Fire Fc · Bridgeview, IL
  • 2021-08 to 2023-03 · Edward Jones · Oregon, WI
  • 2019-01 to 2023-01 · Forward Madison Fc · Madison, WI
  • 2014-02 to 2019-01 · Student · Indianapolis, IN
  • 2024-03 to Present · Charles Schwab Bank, Ssb · Brookfield, WI

Current employment

SEC IAPD record for Eric Leonard

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

Eric Leonard is a financial advisor at Charles Schwab & Co., Inc. in Brookfield, WI. Reported securities licenses include Series 66. The latest record indicates 2 years of industry experience and 12 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

305 S Moorland Road, Brookfield, WI 53005

19 advisors at this office.

Charles Schwab & office in Brookfield, WI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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