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Alexandra Ann Hauer

Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
2 statesRegistered 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

12 years in the industry.

  1. Schwab Wealth Advisory, Inc.Sep 2021 to now
  2. Charles Schwab & Co., Inc.Sep 2021 to now
  3. Edward JonesJun 2018 to Aug 2021
  4. University of Arizona Student Engagement & Career DevelopmentAug 2017 to Dec 2017
  5. Edward JonesJun 2017 to Aug 2017
  6. University of ArizonaAug 2014 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

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
6523572
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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