Paul Bromelkamp
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., IncJul 2025 to now
- Charles Schwab - Schwab Wealth AdvisoryJul 2025 to now
- Student CfpApr 2023 to Jun 2025
- Fidelity InvestmentsMar 2021 to Apr 2023
- UnemployedJan 2021 to Mar 2021
- TD AmeritradeJan 2019 to Jan 2021
- TD AmeritradeJul 2018 to Dec 2018
- TD AmeritradeFeb 2018 to Jun 2018
- Creighton UniversityOct 2017 to Feb 2018
- Chick Fil AJul 2017 to Oct 2017
- Aroundcampus GroupApr 2017 to Aug 2017
- Creighton UniversityAug 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6908636
- Firm CRD
- 159035