Madison Louise O'connor
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 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
10 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., Inc.Jul 2025 to now
- Rp Wealth AdvisoryMay 2025 to Jul 2025
- Charles Schwab & Co., Inc.Jun 2024 to Aug 2024
- Purdue University Biology DepaSep 2023 to Apr 2025
- AbercrombieMay 2023 to Apr 2025
- Engage FinancialMay 2023 to Aug 2023
- Full-time EducationAug 2022 to May 2023
- Hobby LobbyOct 2020 to Aug 2022
- Laser FlashOct 2017 to Jan 2020
- Regal Dry CleanersOct 2016 to Sep 2017
- Full-time EducationJul 2015 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7740488
- Firm CRD
- 159035