Gavin James Boespflug
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2022 to now
- Charles Schwab & Co IncJun 2022 to now
- Kappa DeltaJan 2022 to Jun 2022
- N/aAug 2020 to Jan 2022
- Costco WholesaleJun 2020 to Aug 2020
- N/aMar 2019 to Jun 2020
- Fork In the RoadJan 2018 to Mar 2019
- Cedar County LandscapeJun 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7537454
- Firm CRD
- 159035