Nathan Mark Dunn
Investment adviser representative at Schwab Wealth Advisory, Inc.
16 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
Are you Nathan Mark Dunn? Claim your profile
Contact this firm
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
16 years in the industry.
- Schwab Wealth Advisory, Inc.Sep 2025 to now
- Charles Schwab & CoOct 2022 to now
- Full-time EducationJul 2022 to Oct 2022
- Mariner Wealth AdvisorsJun 2022 to Jul 2022
- Full-time EducationOct 2021 to Jun 2022
- UberMay 2021 to Oct 2021
- Amazon Warehouse AssociateJul 2020 to May 2021
- Full-time EducationJun 2020 to Jul 2020
- R & O Pool Service, Inc.Jun 2019 to Sep 2019
- Enam InvestmentsFeb 2018 to Jun 2020
- Blackjacks PizzaFeb 2018 to Aug 2018
- Full-time EducationAug 2017 to Feb 2018
- Luigi'sJun 2017 to Aug 2017
- Full-time EducationOct 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7601684
- Firm CRD
- 159035