Chadwick Shane Kieper

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

• 07/2020 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 06/2019 → 11/2019
  Ludo Fact
  Lafayette, IN
• 07/2018 → 02/2019
  Zales
  Lafayette, IN
• 12/2019 → 06/2020
  Full Time Student
  West Lafayette, IN
• 03/2019 → 05/2019
  Full Time Student
  West Lafayette, IN
• 08/2016 → 06/2018
  Full Time Student
  West Lafayette - Bloomington, IN
• 07/2014 → 07/2017
  United States Marine Corps Reserve
  Terre Haute, IN
• 12/2017 → 12/2017
  Wabash Center
  Lafayette, IN
• 08/2024 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2024-07-01
• S63 Uniform Securities Agent State Law Examination
  2021-05-08

Designations

• Certified Financial Planner

Other Names

• Chadwick S Kieper
• Chadwick Kieper