Anne Rae Sailer

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

• 09/2007 → 08/2019
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 05/2012 → 08/2019
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 08/2019
  Usaa Investment Management Company
  Phoenix, AZ
• 08/2019 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2019 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2019-09-05
  Usaa Investment Services Company
  San Antonio, TX
• 2012-06-08 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
  Buckeye, AZ
• 2007-02-21 → 2012-06-13
  Usaa Investment Services Company
  Buckeye, AZ
  Phoenix, AZ
  San Antonio, TX
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1) Anne Sailer Author | Investment Related:No|Retail|Book publisher and reseller |5/15/2025|20-40|0|I will be publishing books and selling them on Amazon, Audible and Kindle. These will be mostly non-fiction, some low content journals like keeping track of how much protein you eat each day, or a how to book related to quilting, potentially a childrens book. These books will not be financial related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-28
• S63 Uniform Securities Agent State Law Examination
  2003-07-24

Designations

• Chartered Financial Consultant

Other Names

• Anne Rae Sailer
• Anne Rae Sledz
• Anne Rae Kerkhoven
• Anne Rae Sailer
• Anne Sailer