Donald Christopher Schultheis

CRD 1880803 · Charles Schwab & Co., Inc. · Fishers, IN

IA RegisteredBroker

Also appears in the source record as: Don C Schultheis; Don Schultheis; Donald C Schultheis

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 7Series 6Series 10Series 9Series 66Series 65Series 63
Registered states (20): California · Colorado · Florida · Hawaii · Illinois · Indiana · Kentucky · Massachusetts · Michigan · Minnesota · Missouri · New York · North Carolina · Ohio · Pennsylvania · South Dakota · Tennessee · Texas · Virginia · Washington
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (15)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Fishers, IN · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Fishers, IN · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Fishers, IN · IA capacity

start not retrieved → present
Great Point Advisors, LLC
Indianapolis, IN · IA capacity

Jan 7, 2022 → Jan 12, 2022
Great Point Capital LLC
Chicago, IL · BC capacity

Sep 7, 2021 → Jan 12, 2022
Jarred Bunch Consulting, LLC
Indianapolis, IN · IA capacity

Feb 19, 2020 → Mar 3, 2020
Wbb Securities, LLC
Cranford, NJ · BC capacity

Nov 27, 2017 → Sep 12, 2019
Goelzer Investment Management
Indianapolis, IN · IA capacity

May 4, 2016 → Mar 9, 2017
Noyes Advisors LLC
Chicago, IL · IA capacity

Aug 11, 2015 → Nov 23, 2015
David A. Noyes & Company
Indianapolis, IN · BC capacity

Nov 11, 2014 → Nov 23, 2015
David A. Noyes & Company
Indianapolis, IN · IA capacity

Apr 6, 2015 → Aug 11, 2015
Michael A. Steinberg & Company, Inc.
New York, NY · BC capacity

Apr 25, 2005 → Mar 19, 2007
Credit Suisse Asset Management, LLC
New York, NY · IA capacity

Dec 13, 1999 → Oct 11, 2005
Credit Suisse Asset Management Securities, Inc.
New York, NY · BC capacity

Apr 30, 1996 → Jul 8, 2004
Strong Funds Distributors, Inc.
Menomonee Falls, WI · BC capacity

Oct 17, 1988 → Jan 20, 1995

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1880803 ↗ FINRA BrokerCheck record for CRD 1880803 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.