Christine Harezlak

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

• 06/2011 → 10/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2013 → 10/2018
  Northwestrn Mutual Investment Services, Llc
  Milwaukee, WI
• 10/2018 → 08/2019
  Daniel J Harezlak
  Lombard, IL
• 11/2018 → 08/2019
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2019 → 09/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2025 → Present
  Charles Schwab & Co., Inc
  Brentwood, TN
• 12/2025 → Present
  Schwab Wealth Advisory Inc.
  Brentwood, TN

Previous Registrations

• 2010-06-16 → 2025-10-24
  Northwestern Mutual Investment Services, Llc
  Melville, NY
  Downers Grove, IL
  Lombard, IL
  Milwaukee, WI
  Brentwood, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-15
• S63 Uniform Securities Agent State Law Examination
  2010-04-20

Designations

• Certified Financial Planner

Other Names

• Christine E Leonard
• Christine Elizabeth Leonard
• Christine Elizabeth Harezlak