Teresa Schuelke
Investment adviser representative at Schwab Wealth Advisory, Inc.
15 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
15 years in the industry.
- Schwab Wealth Advisory, Inc.Mar 2026 to now
- Charles Schwab & Co., Inc.Mar 2026 to now
- Fidelity InvestmentsMar 2021 to Apr 2026
- Bank of America, N.A.Apr 2018 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2018 to Mar 2021
- Moneta Financial ManagementOct 2015 to Dec 2017
- H. Beck, Inc.Sep 2015 to Dec 2017
- Mass MutualSep 2015 to Sep 2017
- Seven NetworkingAug 2011 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5854485
- Firm CRD
- 159035