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Rachel Marie Reis

Schwab Wealth Advisory, Inc.

Minneapolis, MN

CRD 7298430

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-08-27
  • MN RA
    APPROVED
    Since 2025-08-27

Branch Locations

7825 Washington Ave S, Minneapolis, MN 55439 • 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
Ameriprise Financial Services Inc Minneapolis MN 09/2020 06/2023
University Of Minnesota - Twin Cities Minneapolis MN 09/2014 05/2018
Nordstrom Bloomington MN 05/2016 06/2020
Unemployed Minneapolis MN 06/2020 09/2020
Caribou Coffee West Saint Paul MN 05/2015 09/2016
Charles Schwab & Co., Inc. Minneapolis MN 07/2023 Present
Charles Schwab Bank, Ssb Edina MN 07/2023 08/2025
Schwab Wealth Advisory, Inc Minneapolis MN 08/2025 Present
  • 09/2020 → 06/2023
    Ameriprise Financial Services Inc
    Minneapolis, MN
  • 09/2014 → 05/2018
    University Of Minnesota - Twin Cities
    Minneapolis, MN
  • 05/2016 → 06/2020
    Nordstrom
    Bloomington, MN
  • 06/2020 → 09/2020
    Unemployed
    Minneapolis, MN
  • 05/2015 → 09/2016
    Caribou Coffee
    West Saint Paul, MN
  • 07/2023 → Present
    Charles Schwab & Co., Inc.
    Minneapolis, MN
  • 07/2023 → 08/2025
    Charles Schwab Bank, Ssb
    Edina, MN
  • 08/2025 → Present
    Schwab Wealth Advisory, Inc
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-17
  • S66 Uniform Combined State Law Examination
    2020-12-17
Other Names
  • Rachel Gunther
  • Rachel Marie Gunther
  • Rachel Reis

View on SEC IAPD

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Nearby Investors

Matthew William Hogan
GREGORY ALAN KLEIN
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Nearby Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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