Scott M Strehlow

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 09/2016
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2016 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2016 → 12/2016
  Schwab Private Client Investment Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2016-11-01 → 2017-01-11
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2015-10-19 → 2016-09-15
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-07-19

Designations

• Certified Financial Planner

Other Names

• Scott Michael Strehlow
• Scott Strehlow