Gregory Louis Brodnik

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

• 03/2016 → 07/2017
  Tdameritrade
  Indianapolis, IN
• 07/2017 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 07/2017 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Previous Registrations

• 2016-03-16 → 2017-08-07
  Td Ameritrade, Inc.
  Indianapolis, IN
• 2016-03-16 → 2017-08-07
  Td Ameritrade Investment Management, Llc
  Indianapolis, IN
• 2015-01-27 → 2016-03-04
  Raymond James & Associates, Inc.
  Greenwood, IN

Other Businesses

(1) RENTAL PROPERTY ADDRESS: 1271 JOY COURT | GREENWOOD, IN NATURE OF THE BUSINESS: RENTAL REAL ESTATE POSITION/TITLE: CO-OWNER INVESTMENT RELATED:NO START DATE: 06/01/2012 HOURS PER MONTH DEVOTED TO THIS BUSINESS: LESS THAN 20 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES:Wife and I own a duplex in Greenwood that we rent to tenants. collecting rent, screening tenants, keeping property inhabitable (2) RENTAL PROPERTY 1040 N MERIDIAN STREET, GREENWOOD, IN | INVESTMENT RELATED | REAL ESTATE | SOLE PROPRIETER | 7/30/2020 | LESS THAN 20 HOURS ; 0 DURING TRADING HOURS | Wife and I own rental property. Duties include screening tenants, collecting rent, paying property expenses enforcing terms of lease

Exams

• S66 Uniform Combined State Law Examination
  2015-01-27
• S63 Uniform Securities Agent State Law Examination
  2000-10-27