# MARC STEPHEN THILTGEN

MARC STEPHEN THILTGEN is an investment adviser representative (IAR) with state registration records since 1998, appearing at 8 firms. Currently registered with CHARLES SCHWAB & CO., INC..

## Registration history (12)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2020-05-28 | present | Yes |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 2018-01-08 | 2020-05-24 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2016-09-01 | 2018-01-08 | — |
| [SECURIAN FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/15296) | 2015-07-17 | 2015-08-17 | — |
| [MONTE VISTA WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/150677) | 2014-03-14 | 2015-05-05 | — |
| [BEACON FINANCIAL GROUP](https://search.stillhousedata.com/firm/110038) | 2013-05-13 | 2014-01-17 | — |
| [MONTE VISTA WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/150677) | 2010-02-12 | 2013-04-18 | — |
| [MONTE VISTA WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/150677) | 2009-08-11 | 2009-12-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2008-10-08 | 2009-05-27 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2008-10-08 | 2009-05-27 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2004-03-26 | 2008-08-11 | — |
| [USAA INVESTMENT SERVICES COMPANY](https://search.stillhousedata.com/firm/5475) | 1998-07-10 | 2003-08-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3022616)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3022616.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.