Kevin Thomas Ziegler

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

• 03/2020 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 04/2016 → 01/2017
  Wells Fargo Bank
  Fort Collins, CO
• 01/2017 → 05/2018
  Wells Fargo Bank
  Fort Collins, CO
• 06/2018 → 07/2019
  Wells Fargo Bank
  Thornton, CO
• 08/2019 → 12/2019
  Extended Travel - Vietnam, Thailand, Cambodia, Laos, Indonesia
  Ho Chi Min
• 06/2024 → Present
  Schwab Wealth Advisory, Inc
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2024-06-20
• S63 Uniform Securities Agent State Law Examination
  2021-01-07

Designations

• Certified Financial Planner