Adviser and broker representative · Charles Schwab & Co., Inc.

Natasha McFarland

CRD 6880550 · Omaha, NE

At a glance

Natasha McFarland is an investment adviser representative with Charles Schwab & Co., Inc. in Omaha, NE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Natasha’s SEC record dates to 2018, about 8 years ago. Natasha is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

Charles Schwab & Co., Inc.Since May 2026Omaha, NE · $0M in regulatory assets

SEC adviser record

Registered since: 2018 (8 years)
Designations: Certified Financial Planner
Exams: Series 63, Series 66
Registered in: 1 state
Also a broker representative: Yes
Disclosures on record: None

AtlasMembers

Natasha’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 5 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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