Kaija Bruveris, financial advisor Richfield OH

Kaija Bruveris

CRD Number: 5456067
Current Firm: Schwab Wealth Advisory, Inc.

Kaija Bruveris (CRD# 5456067) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Richfield, OH and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Schwab Wealth Advisory Inc. Richfield, OH Jul 2023 - Current < 1
Charles Schwab & Company, Inc. Twinsburg, OH May 2017 - Current 6
Charles Schwab Bank Ssb Twinsburg, OH Feb 2023 - Jul 2023 < 1
Summit Wealth Management LLC Akron, OH Dec 2016 - Apr 2017 < 1
Charles Schwab & Co, Inc. Richfield, OH Sep 2009 - Dec 2016 7
Happy Critters LLC Twinsburg, OH Feb 2011 - Oct 2015 4
Charles Schwab Bank Lyndhurst, OH Sep 2009 - Feb 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kaija Bruveris
Phone Number: 415-667-7000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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