Bradley Gordan Beiswanger

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
• 04/2020 → 07/2020
  Union Savings Bank
  Indianapolis, IN
• 05/2019 → 08/2019
  First American Title Insurance Company
  Indianapolis, IN
• 06/2018 → 08/2018
  First American Title Insurance Company
  Indianapolis, IN
• 08/2016 → 05/2020
  Ball State University
  Muncie, IN
• 01/2025 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2024-04-02
• S63 Uniform Securities Agent State Law Examination
  2021-05-07

Other Names

• Brad Beiswanger
• Bradley Beiswanger