Financial ADVSR advisor directory · SEC adviser records
Schwab Wealth Advisory, Inc. financial advisors in Edina, MN
Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Edina, A to Z.
The short answer
15 registered advisors work at Schwab Wealth Advisory, Inc. in Edina, out of 1,476 at the firm nationwide; it ranks number 10 in the city by advisors. 9 list the CFP designation and 15 are also registered broker representatives.
Schwab Wealth Advisory, Inc. advisors in Edina, A to Z
Every Schwab Wealth Advisory, Inc. advisor →- Paul BromelkampCertified Financial Planner · Also a broker rep
- Samir BushraCertified Financial Planner · Also a broker rep
- Brandon J. FancherChartered Financial Analyst · Also a broker rep
- Neil FredericksonAlso a broker rep
- Nathan J. GahertyCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Lauren GriggsCertified Financial Planner · Also a broker rep
- Haley E. HausmanCertified Financial Planner · Also a broker rep
- Nicole HawthorneAlso a broker rep
- Aaron J. HurleyCertified Financial Planner · Also a broker rep
- Shady M. MansourAlso a broker rep
- Heather PapeAlso a broker rep
- Rachel M. ReisAlso a broker rep
- Matthew SalafiaCertified Financial Planner · Also a broker rep
- Hannah TeschCertified Financial Planner · Also a broker rep
- Mathew R. ThomsenCertified Financial Planner · Also a broker rep
Schwab Wealth Advisory, Inc. advisors in every city and state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Schwab Wealth Advisory, Inc. advisors in other cities
Phoenix, AZ 257Lone Tree, CO 204Orlando, FL 188Westlake, TX 177Indianapolis, IN 162San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Irvine, CA 15
Other firms in Edina
All Edina advisors →Ameriprise Financial Services, LLC 154RBC Capital Markets, LLC 40LPL Financial LLC 34Cetera Investment Advisers LLC 29Robert W. Baird & Co. Incorporated 26Charles Schwab & Co., Inc. 24Strategic Advisers LLC 21Tradition Wealth Management LLC 20Punch & Associates Investment Management, Inc. 16Osaic Wealth, Inc. 14Valic Financial Advisors, Inc. 14Eagle Strategies LLC 10
Questions
How many financial advisors does Schwab Wealth Advisory, Inc. have in Edina?
15 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 9 list the CFP designation and 15 are also registered as broker representatives.
Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Edina?
Schwab Wealth Advisory, Inc. ranks number 10 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 154.
How do I check a Schwab Wealth Advisory, Inc. advisor in Edina?
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 Schwab Wealth Advisory, 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.