Schwab Wealth Investment Advisory, Inc.

Schwab Wealth Investment Advisory, Inc. (CRD# 173455) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Schwab Wealth Investment Advisory, Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Jeremiah F. Brodeur
CRD#: 5167447
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Jeremiah Brodeur (CRD# 5167447) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 10 years of experience in the finance industry. Jeremiah Brodeur has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert L. Burch
CRD#: 4837729
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Robert Burch (CRD# 4837729) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 13 years of experience in the finance industry. Robert Burch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Henry J. Macfarland
CRD#: 5201864
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Henry Macfarland (CRD# 5201864) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 11 years of experience in the finance industry. Henry Macfarland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kristin J. Borino
CRD#: 5538203
2423 E Lincoln Dr, Phoenix, AZ 85016
93
Wealthminder
score

Kristin Borino (CRD# 5538203) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.

5
Christopher B. Burt
CRD#: 2415887
9875 Schway Way, Lone Tree, CO 80124
93
Wealthminder
score

Christopher Burt (CRD# 2415887) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 23 years of experience in the finance industry.

6
Alison P. Dooher
CRD#: 2922951
9875 Schwab Way, Lone Tree, CO 80124
93
Wealthminder
score

Alison Dooher (CRD# 2922951) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 19 years of experience in the finance industry.

7
Craig A. Hyatt
CRD#: 4128506
9875 Schwab Way, Lone Tree, CO 80124
93
Wealthminder
score

Craig Hyatt (CRD# 4128506) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 17 years of experience in the finance industry.

8
Stephen M. Lemeshewsky
CRD#: 3263763
9875 Schwab Way, Lone Tree, CO 80124
93
Wealthminder
score

Stephen Lemeshewsky (CRD# 3263763) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 18 years of experience in the finance industry.

9
Jeremy B. Preiss
CRD#: 5094072
211 Main Street, San Francisco, CA 94105
93
Wealthminder
score

Jeremy Preiss (CRD# 5094072) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in San Francisco, CA and has over 11 years of experience in the finance industry.

10
Brandon J. Sins
CRD#: 5121271
9875 Schwab Way, Lone Tree, CO 80124
93
Wealthminder
score

Brandon Sins (CRD# 5121271) is an Investment Advisor Representative working at Schwab Wealth Investment Advisory, Inc. in Lone Tree, CO and has over 10 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.