Margaret Lies (CRD# 6654253) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Munster, IN and has over 6 years of experience in the finance industry. Margaret Lies has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 1338669
William Blair & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Chicago, IL | Sep 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Chicago, IL | Sep 2021 - Current | 2 |
| Fidelity Investments | Oak Brook, IL | Aug 2020 - Aug 2021 | 1 |
| Charles Schwab Bank | Burlington, MA | Jan 2019 - Jul 2020 | 1 |
| Charles Schwab & Company, Inc. | Burlington, MA | Jul 2017 - Jul 2020 | 3 |
| Summer Travel | Naperville, IL | May 2017 - Jul 2017 | < 1 |
| Butler University | Indianapolis, IN | Jan 2017 - May 2017 | < 1 |
| Butler University | Indianapolis, IN | Aug 2013 - May 2017 | 3 |
| Brooksource | Indianapolis, IN | Aug 2016 - Dec 2016 | < 1 |
| Edward Jones | St. Louis, MO | May 2016 - Aug 2016 | < 1 |
| Butler University Information Technology | Indianapolis, IN | Aug 2015 - Dec 2015 | < 1 |
| Chipotle Mexican Grill | Indianapolis, IN | May 2014 - Oct 2015 | 1 |
| Butler University | Indianapolis, IN | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- IL
- IN
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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