Connor Messman
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 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
12 years in the industry.
- Schwab Wealth Advisory, Inc.May 2026 to now
- Charles Schwab & Co., Inc.May 2026 to now
- Wells Fargo Advisors Financial Network, LLCApr 2024 to May 2026
- Morgan StanleyJun 2020 to Apr 2024
- Morgan Stanley Private Bank, N.AMay 2020 to Jan 2021
- The Vanguard Group, Inc.Sep 2018 to May 2020
- Insight Global - Mckesson CorporationMar 2018 to Jun 2018
- Insight GlobalJun 2017 to Feb 2018
- Full Time EducationAug 2014 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
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
- 7010050
- Firm CRD
- 159035