Gavin Ahlers
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.
- Schwab Wealth Advisory, Inc.Jun 2025 to now
- Charles Schwab & Co., Inc.May 2025 to now
- Ameriprise Financial Services, LLC.Oct 2024 to May 2025
- Charles Schwab & Co., IncJun 2022 to Oct 2024
- Seminole County Public SchoolsJan 2020 to May 2022
- Coretec Communications, LLCSep 2017 to Feb 2019
- The Student Conservation Association/americorpsMay 2017 to Sep 2017
- Coretec Communications, LLCOct 2016 to May 2017
- Full Time EducationAug 2013 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7521824
- Firm CRD
- 159035