Bawi Tha Lian Ceu

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

• 11/2014 → 06/2017
  Yokohama Japanese Cuisine And Sushi Bar
  Greenwood, IN
• 08/2017 → 05/2018
  Wells Library
  Bloomington, IN
• 06/2018 → 08/2018
  Direct Shot Distributing
  Franklin, IN
• 05/2020 → 08/2020
  Menards
  Camby, IN
• 11/2021 → 05/2022
  Mutual Of Omaha Investor Services
  Indianapolis, IN
• 06/2021 → 05/2022
  Mutual Of Omaha Insurance Company
  Indianapolis, IN
• 09/2018 → 04/2020
  Unemployed
  Indianapolis & Bloomington, IN
• 09/2020 → 05/2021
  Unemployed
  Bloomington, IN
• 09/2021 → 10/2024
  Luna Language Services
  Indianapolis, IN
• 10/2022 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 09/2025 → Present
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2024-01-24
• S63 Uniform Securities Agent State Law Examination
  2023-01-27

Designations

• Certified Financial Planner

Other Names

• Bawi Ceu