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Kevin Wayne Trisler

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 3000844

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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:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-16
  • IN RA
    APPROVED
    Since 2025-12-16

Branch Locations

8332 Woodfield Crossing Blvd., Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co.,Inc. Indianapolis IN 03/2006 Present
Schwab Private Client Investment Advisory, Inc. Indianapolis IN 01/2012 01/2021
Schwab Wealth Advisory, Inc. Indianapolis IN 12/2025 Present
  • 03/2006 → Present
    Charles Schwab & Co.,Inc.
    Indianapolis, IN
  • 01/2012 → 01/2021
    Schwab Private Client Investment Advisory, Inc.
    Indianapolis, IN
  • 12/2025 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-04-11
S63 Uniform Securities Agent State Law Examination 1998-08-17
  • S66 Uniform Combined State Law Examination
    2001-04-11
  • S63 Uniform Securities Agent State Law Examination
    1998-08-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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