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Alexandra Ann Hauer

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-05
CO RA APPROVED 2021-09-30
  • TX RA
    APPROVED
    Since 2024-02-05
  • CO RA
    APPROVED
    Since 2021-09-30

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Edward Jones Tempe AZ 06/2018 08/2021
University Of Arizona Student Engagement & Career Development Tucson AZ 08/2017 12/2017
Edward Jones Tempe AZ 06/2017 08/2017
University Of Arizona Tucson AZ 08/2014 06/2018
Charles Schwab & Co., Inc. Westlake TX 09/2021 Present
Schwab Wealth Advisory, Inc. Westlake TX 09/2021 Present
  • 06/2018 → 08/2021
    Edward Jones
    Tempe, AZ
  • 08/2017 → 12/2017
    University Of Arizona Student Engagement & Career Development
    Tucson, AZ
  • 06/2017 → 08/2017
    Edward Jones
    Tempe, AZ
  • 08/2014 → 06/2018
    University Of Arizona
    Tucson, AZ
  • 09/2021 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 09/2021 → Present
    Schwab Wealth Advisory, Inc.
    Westlake, TX
Previous Registrations
  • 2018-09-11 → 2021-08-26
    Edward Jones
    Tempe, AZ
    Tempe, AZ
    Tempe, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-06
  • S66 Uniform Combined State Law Examination
    2018-09-06
Designations
Other Names
  • Ali Hauer

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

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