avatar

The new Charles Schwab Branch in Merrillville invites investors to take on ownership of their future

Written by Chronicle Staff. Posted in Community News & People in the News

Published on July 24, 2019 with No Comments

Danniell Helfrich, Becky Hiestand, and Wayne Brumm

Charles Schwab, one of the largest full-service investment services firms in the country, recently opened the doors to a new independent branch in Merrillville, Ind., that offers investors local access to a range of investing, wealth management and personal finance guidance, tools and products.

The new Merrillville location, located at 2507 Southlake Mall, is part of a larger franchising initiative Schwab announced in early 2011. Schwab’s decision to begin opening franchise branches, in addition to its more than 300 existing company-managed branches, is grounded in a commitment to make financial advice and planning more accessible in local communities across the country. Schwab’s company-managed and independent branches deliver the same suite of brokerage products and services, pricing, and overall client service and experience.

The Merrillville branch is led by Schwab Independent Branch Leader Wayne G. Brumm, CFP®, CPA, a financial services professional with over 40 years of experience in investment management. Prior to joining Schwab’s independent branch network, Brumm was a Branch Manager at Raymond James Financial Services, Inc. Previously, Brumm served as a financial advisor at Oppenheimer & Co. and Dean Witter. Brumm also worked previously at Arthur Andersen & Co. as a tax manager.

“Through my conversations with clients, I’ve seen first-hand how important it is for people to have local access to actionable investing help and guidance that makes sense for their specific financial goals,” said Brumm. “Since its founding, Schwab has been an advocate for the individual investor, and I’m proud to be the face of Schwab in Northwest Indiana.”

Brumm attended Carthage College, where he earned a bachelor’s degree in business administration. Brumm and his wife were both born and raised in the region. Outside of the office, Brumm enjoys coaching basketball, mentoring youth and spending time at the lake house with his family and friends.

Brumm expects to hold a variety of educational investing workshops in the Merrillville branch, which are complimentary and open to Schwab clients as well as the general public.

Schwab’s Merrillville branch will serve all communities of Lake and Porter counties in Northwest Indiana among others. For more information call 219-306-4228 or visit www.charlesschwab.com/merrillville, Indiana.

About Schwab 

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at www.aboutschwab.com. Follow us on Twitter,FacebookYouTubeand LinkedIn.

 

 

Be Sociable, Share!

Share This Article

About Chronicle Staff

avatar

Browse Archived Articles by

No Comments

Comments for The new Charles Schwab Branch in Merrillville invites investors to take on ownership of their future are now closed.