Corey J Burkhart

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 09/2018
  State Farm Insurance
  Carmel, IN
• 11/2014 → 09/2018
  State Farm Vp Management Corp
  Carmel, IN
• 11/2018 → Present
  Charles Schwab & Co., Inc.
  San Francisco, CA
• 02/2022 → Present
  Charles Schwab Bank, Ssb
  San Francisco, CA
• 06/2022 → Present
  Schwab Wealth Advisory, Inc.
  San Francisco, CA

Previous Registrations

• 2012-07-30 → 2012-12-10
  Principal Securities, Inc.
  Indianapolis, IN
• 2009-03-26 → 2012-04-24
  Tiaa-Cref Individual & Institutional Services, Llc
  West Lafayette, IN
• 2003-03-05 → 2009-03-09
  Charles Schwab & Co., Inc.
  Fishers (Indianapolis), IN
  Fishers (Indianapolis), IN

Exams

• S66 Uniform Combined State Law Examination
  2019-01-25
• S63 Uniform Securities Agent State Law Examination
  2000-11-17

Other Names

• Corey Joseph Burkhart