Conni Renee Mcewen

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

• 10/2012 → 08/2022
  J.P. Morgan Securities Llc
  Indianapolis, IN
• 08/2022 → Present
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 08/2022 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Previous Registrations

• 2012-10-01 → 2022-08-07
  J.P. Morgan Securities Llc
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Avon, IN
  Indianapolis, IN
  Indianapolis, IN
  Plainfield, IN
  Shelbyville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Bloomington, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
  Greenwood, IN
  Bloomington, IN
  Bloomington, IN
  Bloomington, IN
  Greenwood, IN
  Carmel, IN
  Mooresville, IN
  Indianapolis, IN
  Zionsville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Bloomington, IN
  Franklin, IN
  Indianapolis, IN
  Indianapolis, IN
  Beech Grove, IN
  Indianapolis, IN
  Indianapolis, IN
  Brownsburg, IN
  Brownsburg, IN
  Avon, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Bedford, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Greenfield, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Noblesville, IN
  Noblesville, IN
  Fishers, IN
  Noblesville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Franklin, IN
  Indianapolis, IN
  Indianapolis, IN
  Greenfield, IN
  Indianapolis, IN
  Noblesville, IN
  Beech Grove, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Shelbyville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Greenwood, IN
  Indianapolis, IN
  Noblesville, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Noblesville, IN
  Greenwood, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Westfield, IN
• 2008-05-21 → 2012-10-01
  Chase Investment Services Corp.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Noblesville, IN
  Indianapolis, IN
  Fishers, IN
  Indianapolis, IN
  Carmel, IN
  Noblesville, IN
  Westfield, IN
  Indianapolis, IN
  Indianapolis, IN
  Carmel, IN
  Fishers, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Indianapolis, IN
  Noblesville, IN
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Fishers, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Westfield, IN
  Avon, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Brownsburg, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
• 2005-08-03 → 2008-05-14
  Strategic Advisers Llc
  Indianapolis, IL
• 2003-10-22 → 2005-05-19
  Raymond James & Associates, Inc.
  Indianapolis, IN
• 2003-03-31 → 2003-05-13
  Prudential Equity Group, Llc
  Indianapolis, IN

Other Businesses

1) Girl Scouts of Central Indiana | Investment Related:No|7201 Girl Scout Lane|Indianapolis|IN|46214|United States|Nonprofit Charitable Organizations|Board Member - Finance Committee|3/2/2020|Less than 20|0|I am on a board with 7 other members. We collaborate together to discuss the overall financial health of the organization. We do not managed the investments that is done by a third party. We do review the overall allocations and make sure that the organization is consistently reviewing their financial health.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-19

Designations

• Certified Financial Planner

Other Names

• Conni Renee Palmetier
• Conni Mcewen