Rodger Hanson

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

• 08/2017 → 01/2026
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2013 → 08/2017
  Self Employed
  Phoenix, AZ
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2026 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Previous Registrations

• 2019-10-01 → 2025-12-24
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2008-02-22 → 2012-02-21
  Usaa Financial Planning Services
  Springerville, AZ
  Phoenix, AZ
• 2003-12-12 → 2006-02-13
  Vanguard Advisers, Inc.
  Valley Forge, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-09-19
• S65 Uniform Investment Adviser Law Examination
  2003-11-25

Designations

• Certified Financial Planner

Other Names

• Rodger Jaye Hanson
• Rodger Hanson