Schwab's independent franchise model

Enable ownership, combined with Schwab's brand,  deep bench of specialists, and state-of–the-art technology.

Walking past a Schwab building

Schwab franchise is attracting entrepreneurial financial advisors across channels

  • Watch video: Nate Farnell on why he made the move

    Hear the 3 factors that led Nate Farnell to make the move from the independent channel to Schwab independent franchise owner.

  • Watch video: Lonnie Struckman on his transition

    Learn how Lonnie Struckman’s experience transitioning from a regional firm to becoming a Schwab franchise owner was seamless when working with the Schwab team.

  • Watch video: Crystal Mann on the franchise model

    Independent Branch Leader Crystal Mann offers insight on what makes Schwab’s independent franchise model attractive for financial advisors.

Ready to Start the Conversation?

Ready to Start the Conversation?