Brent Gregory Rattin
Investment adviser representative at Schwab Wealth Advisory, Inc.
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2021 to now
- Charles Schwab & Co. Inc.Jul 2021 to now
- Zeiders Enterprises IncMay 2020 to Jun 2021
- JP Morgan Chase Bank, N.A.Jul 2018 to Apr 2020
- JP Morgan Securities, LLCJul 2018 to Apr 2020
- Schwab Private Client Investment Advisory, Inc.Nov 2015 to Jul 2018
- Charles Schwab & Co.,Inc.Jan 2000 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IN).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2829268
- Firm CRD
- 159035