Gage Thomsen

CRD 4905395 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Gage Adam Thomsen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 24Series 66
Registered states (2): California · Colorado
Years in the industry (source record): 20
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 (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Bancwest Investment Services, Inc. (Bwis)
Omaha, NE · IA capacity

Dec 21, 2016 → Dec 13, 2019
Bancwest Investment Services, Inc.
Omaha, NE · BC capacity

Dec 16, 2016 → Dec 13, 2019
Curian Capital, LLC
Denver, CO · IA capacity

Apr 2, 2013 → Mar 19, 2015
Jackson National Life Distributors LLC
Denver, CO · BC capacity

Apr 30, 2012 → Mar 19, 2015
Securities America Advisors, Inc.
Round Rock, TX · IA capacity

Jan 3, 2012 → Apr 23, 2012
Securities America, Inc.
Lavista, NE · BC capacity

Oct 3, 2008 → Apr 23, 2012
Lpl Financial Corporation
Omaha, NE · BC capacity

Mar 12, 2008 → Sep 26, 2008
401(K) Investment Services, Inc.
Austin, TX · BC capacity

Apr 2, 2007 → Nov 5, 2007
Td Ameritrade, Inc.
Bellevue, NE · BC capacity

Apr 22, 2006 → Mar 22, 2007
Ameritrade, Inc.
Bellevue, NE · BC capacity

Oct 7, 2005 → Apr 22, 2006

Source & corrections

Where this page comes from

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