Landon Espy Kellogg

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

• 07/2016 → 07/2017
  Morgan Stanley
  Indianapolis, IN
• 11/2016 → 07/2017
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2017 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 09/2017 → 04/2018
  Bank Of America, N.A.
  Indianapolis, IN
• 05/2018 → 03/2021
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 05/2020 → 03/2021
  Schwab Private Client Investment Advisory
  Indianapolis, IN
• 07/2021 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN
• 07/2021 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2021 → 07/2021
  Us House Of Representatives
  Carmel, IN

Previous Registrations

• 2020-05-27 → 2021-04-02
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN
• 2018-05-16 → 2020-05-27
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 2017-08-14 → 2018-04-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 2016-10-06 → 2017-07-24
  Morgan Stanley
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2016-08-17

Designations

• Certified Financial Planner

Other Names

• Landon Espy Kellogg
• Landon Kellogg
• Landon E Kellogg