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Megan Kylie Gump

Investment adviser representative at Schwab Wealth Advisory, Inc.
13 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business

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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

13 years in the industry.

  1. Schwab Wealth Advisory, Inc.Jan 2026 to now
  2. Charles Schwab & Co., Inc.Feb 2021 to now
  3. Charles Schwab Bank, SsbMay 2022 to Jun 2023
  4. Dark Side Coffee HouseJul 2021 to Aug 2021
  5. Starbucks Coffee CompanyNov 2020 to Dec 2020
  6. Top GolfAug 2020 to Dec 2020
  7. Cali CoffeeJan 2019 to Apr 2019
  8. Turk Law GroupOct 2018 to Jan 2019
  9. Kelli Ward for U.S. SenateMay 2018 to Aug 2018
  10. Turning Point USASep 2017 to Oct 2018
  11. StudentSep 2017 to May 2018
  12. Nova Southeastern UniversityAug 2016 to Dec 2020
  13. StudentAug 2016 to May 2017
  14. Flix BrewhouseMay 2015 to Dec 2019
  15. Alternative DimensionsMay 2013 to Dec 2020

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (IN).

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
7336875
Firm CRD
159035
Advisor's SEC record (opens in a new tab)
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