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Maria Ann Schuster

Schwab Wealth Advisory, Inc.

Indianapolis, IN

San Francisco, CA

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-09-15
IL RA APPROVED 2025-07-28
  • IN RA
    APPROVED
    Since 2025-09-15
  • IL RA
    APPROVED
    Since 2025-07-28

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • United States

425 Market Street 17Th Floor, San Francisco, CA 94105 • 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
Whitnell & Co. Oak Brook IL 01/2019 03/2021
Jmg Financial Group Downers Grove IL 05/2013 12/2018
Rockefeller & Co Oak Brook IL 03/2021 03/2024
Charles Schwab & Co, Inc Indianapolis IN 03/2024 Present
Schwab Wealth Advisory, Inc. Indianapolis IN 07/2025 Present
  • 01/2019 → 03/2021
    Whitnell & Co.
    Oak Brook, IL
  • 05/2013 → 12/2018
    Jmg Financial Group
    Downers Grove, IL
  • 03/2021 → 03/2024
    Rockefeller & Co
    Oak Brook, IL
  • 03/2024 → Present
    Charles Schwab & Co, Inc
    Indianapolis, IN
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Previous Registrations
  • 2021-03-01 → 2024-03-19
    Rockefeller Financial Llc
    Oak Brook, IL
    Saratoga Springs, NY
    Chicago, IL
    Oak Brook, IL
  • 2020-06-09 → 2021-03-16
    Whitnell & Co
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-03
  • S66 Uniform Combined State Law Examination
    2023-10-03
Designations
Other Names
  • Maria Schuster

View on SEC IAPD

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