Amy L Obert

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

• 07/2000 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 11/2012 → 01/2025
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 08/2006 → Present
  Matt And Amy Obert Llc
  Elizabeth, CO
• 07/2021 → 06/2024
  Td Ameritrade, Inc.
  Lone Tree, CO
• 05/2022 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Previous Registrations

• 2021-07-27 → 2022-07-26
  Td Ameritrade, Inc.
  Lone Tree, CO
  Omaha, NE
• 2012-01-03 → 2012-12-03
  Schwab Wealth Advisory, Inc.
  Englewood, CO

Other Businesses

MATT AND AMY OBERT LLC, ELIZABETH, COLORADO, NOT INVESTMENT RELATED, 08/01/2006, OWNER, RENTAL PROPERTY, LESS THAN 20 HOURS PER MONTH, 0 HOURS DURING SECURITIES TRADING HOURS. Start Date = 02-14-20| Investment Property| Owner| Destin, FL| Hours/Month = Less than 20| Owner of the property

Exams

• S66 Uniform Combined State Law Examination
  2003-02-26
• S63 Uniform Securities Agent State Law Examination
  2000-11-13

Other Names

• Amy L Hood
• Amy Lorraine Obert
• Amy Lorraine Hood
• Amy Lorraine Obert