Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Plenty of red flags, few restrictions: Is FINRA's Rule 4111 working?IN Anthropic extends reach into advisory industry with slew of new partnersWM Wallace Finance Builds Tool to Capture Advisor KnowledgeFP Clients may value certifications more than they understand themIN Advisor optimism on organic growth clashes with reality: SEIWM Echelon: PE-Backed Buyers' Deal Volume Dips as RIA M&A Stays StrongFP Why upcoming IRS rollover guidance is likely to disappoint advisorsWM Anthropic Expands Claude Advisor ToolWM Jump Expands Claude Integration With New Advisor SkillsWM $1.1B Georgia Team Leaves Raymond James for Independence

Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Bloomington, IN

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Bloomington, A to Z.

The short answer

3 registered advisors work at Charles Schwab & Co., Inc. in Bloomington, out of 5,934 at the firm nationwide; it ranks number 7 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Bloomington, A to Z

Every Charles Schwab & Co., Inc. advisor →

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 781Lone Tree, CO 469Phoenix, AZ 424Orlando, FL 214Omaha, NE 209Austin, TX 203Indianapolis, IN 159New York City, NY 91Chicago, IL 86San Francisco, CA 70Richfield, OH 68St Louis, MO 58Scottsdale, AZ 43San Diego, CA 41Los Angeles, CA 40

Other firms in Bloomington

All Bloomington advisors →

Robert W. Baird & Co. Incorporated 15Hurlow Wealth Management Group, Inc. 11Cfci 10Wellington Investment Advisors 9Edward Jones 8Commonwealth Financial Network 5Raymond James & Associates, Inc. 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Charles Schwab & Co., Inc. have in Bloomington?

3 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Bloomington, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 5,934 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Charles Schwab & Co., Inc. one of the largest advisor employers in Bloomington?

Charles Schwab & Co., Inc. ranks number 7 in Bloomington by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 15.

How do I check a Charles Schwab & Co., Inc. advisor in Bloomington?

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.