Patrick David Mihm

Financial advisor at Charles Schwab & Co., Inc. · Columbus, OH

Last updated 2026-10-10

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Patrick David Mihm is a financial advisor at Charles Schwab & Co., Inc. in Columbus, OH, CRD 6268066. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2025-01-14.

Registration

CRD number
6268066
Registration status
Active
IAPD registration
2025-01-14
Industry Experience
1 year
Work Experience
12 years
States registered
OH

Licenses and exams

  • Series 66
  • Series 63

Work history

  • 2013-11 to Present · Charles Schwab & Co., Inc. · Columbus, OH
  • 2015-01 to Present · Charles Schwab Bank, Ssb · Columbus, OH
  • 2023-08 to 2024-06 · TD Ameritrade Inc. · Northbrook, IL

Current employment

SEC IAPD record for Patrick David Mihm

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

Patrick David Mihm is a financial advisor at Charles Schwab & Co., Inc. in Columbus, OH. Reported securities licenses include Series 66 and Series 63. The latest record indicates 1 year of industry experience and 12 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, TD Ameritrade Inc..

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, 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

277 W. Nationwide Blvd., Columbus, OH 43215-9737

16 advisors at this office.

Charles Schwab & office in Columbus, OH

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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