Daniel Munger
Investment adviser representative at Schwab Wealth Advisory, Inc.
20 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
20 years in the industry.
- Schwab Wealth Advisory, Inc.Nov 2025 to now
- Charles Schwab & Co., Inc.Nov 2024 to now
- Charles Schwab Bank, SsbNov 2024 to Nov 2025
- Wells Fargo Clearing Services, LLCJun 2024 to Nov 2024
- UnemployedJan 2024 to Jun 2024
- Fidelity InvestmentsOct 2021 to Jan 2024
- The Prudential Insurance Company of AmericaFeb 2020 to Oct 2021
- Pruco Securities LLCSep 2019 to Oct 2021
- UnemployedOct 2018 to Sep 2019
- American International GroupJul 2006 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7175758
- Firm CRD
- 159035