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Sheila Schroeder

Member for

9 months 2 weeks
A106166
Submitted by Karthik.Vechalapu on January 8, 2019

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Charles Schwab

Schwab Advisor Services™ 

 

Over 7,500 independent financial advisors depend on Schwab. Here’s one.

Sheila Schroeder

Mosaic Financial Partners, Inc.

 

SHEILA: Schwab is integral to the success of our firm. Because often on our side of the business we’re great at financial planning, we’re great at investment management, but we may not be so great at building our businesses. How do you take a firm like mine from $600 million to $1.2 billion? There’s a process behind it. And what Schwab has done, is taught us the process. They’re helping our firm be the best firm that we can be to the clients that we want to serve.

 

On-screen text: 

Charles Schwab

Own your tomorrow®

 

Charles Schwab is proud to support more independent financial advisors and their clients than anyone else.

©2017 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0417-XTYW)

 

DISCLOSURES: 

Mosaic Financial Partners, Inc. is not owned by or affiliated with Schwab, and its personnel are not employees or agents of Schwab. This is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. ©2017 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved. Member SIPC. (0417-XTYW)

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