Carl David Aschenbrenner
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Aug 2025 to now
- Charles Schwab & Co., Inc.Aug 2025 to now
- Fisher InvestmentsMar 2024 to Jun 2025
- Self-employed and Private InvestorSep 2023 to Feb 2024
- Whalen Wealth Management Inc dba Whalen FinancialApr 2021 to Sep 2023
- Hcr Wealth AdvisorsMar 2015 to Apr 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6394890
- Firm CRD
- 159035