Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Peoria, IL
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Peoria, A to Z.
The short answer
4 registered advisors work at Charles Schwab & Co., Inc. in Peoria, out of 5,933 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Peoria, A to Z
Every Charles Schwab & Co., Inc. advisor →- Gary K. CraigCertified Financial Planner · Also a broker rep
- Lindsay F. CraigAlso a broker rep
- Tyler G. GonigamCertified Financial Planner · Also a broker rep
- Andrew P. KiesewetterAlso a broker rep
Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Charles Schwab & Co., Inc. advisors in other cities
Westlake, TX 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40
Other firms in Peoria
All Peoria advisors →Morgan Stanley 32LPL Financial LLC 23David Vaughan Investments, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Edward Jones 10State Farm Investment Management Corp. 9Wells Fargo Advisors Financial Network, LLC 9Wells Fargo Clearing Services, LLC 7Equitable Advisors, LLC 6MML Investors Services, LLC 6Ameritas Advisory Services, LLC 5Guardian Wealth Management Inc. 5
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Peoria?
4 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Peoria, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Peoria?
Charles Schwab & Co., Inc. ranks number 14 in Peoria by registered advisors; Morgan Stanley has the most, with 32.
How do I check a Charles Schwab & Co., Inc. advisor in Peoria?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.