Landon Espy Kellogg
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2021 to now
- Charles Schwab & Co., Inc.Jul 2021 to now
- US House of RepresentativesApr 2021 to Jul 2021
- Schwab Private Client Investment AdvisoryMay 2020 to Mar 2021
- Charles Schwab & Co., Inc.May 2018 to Mar 2021
- Bank of America, N.A.Sep 2017 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Apr 2018
- Morgan Stanley Private Bank, N.A.Nov 2016 to Jul 2017
- Morgan StanleyJul 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 6651258
- Firm CRD
- 159035