Robert Allen Bodenlos

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

• 08/2011 → 05/2020
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 08/2011 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2021 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2011-11-07 → 2018-01-08
  Usaa Financial Planning Services
  Chicago, IL
  Phoenix, AZ
• 2001-07-09 → 2005-01-03
  J.P. Morgan Asset Management
  Chicago, IL

Other Businesses

1) Ebay | Investment Related:No|Other|Selling on Ebay|5/1/2026|Less than 20|0|I will list items and ship them

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-02
• S63 Uniform Securities Agent State Law Examination
  2010-07-16