Lisa Ashley Sveland
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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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
12 years in the industry.
- Schwab Wealth Advisory, Inc.Sep 2026 to now
- Charles Schwab & Co., Inc.Apr 2022 to now
- Charles Schwab Bank, SsbNov 2024 to Sep 2026
- NordstromAug 2021 to Feb 2022
- HomemakerSep 2016 to Feb 2022
- Money Moxey, LLCJun 2014 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 3194800
- Firm CRD
- 159035