Soren Van Houten

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

• 06/2021 → 12/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2020 → 07/2020
  Farm Credit West
  Tempe, AZ
• 01/2019 → 11/2019
  Creighton University
  Omaha, NE
• 06/2019 → 08/2019
  Vip Mortgage
  Scottsdale, AZ
• 08/2018 → 05/2021
  Creighton University
  Omaha, NE
• 08/2017 → 05/2021
  Creighton University
  Omaha, NE
• 05/2018 → 08/2018
  Resource Mfg
  Glendale, AZ
• 08/2013 → 05/2017
  Horizon High School
  Scottsdale, AZ
• 01/2023 → Present
  Self-Employed
  Scottsdale, AZ
• 12/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 12/2025 → Present
  Schwab Wealth Advisory
  Phoenix, AZ

Previous Registrations

• 2022-09-19 → 2025-12-12
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

NAME OF BUSINESS: Self-Employed NON-INVESTMENT RELATED ADDRESS (City/State): Scottsdale, AZ NATURE OF BUSINESS: E-Commerce POSITION: Online Seller Through Mercari/Ebay START DATE: 01/2023 APPROX. HOURS PER MONTH: 8 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: Selling clothes through Mercari and Ebay

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16
• S63 Uniform Securities Agent State Law Examination
  2021-08-17

Designations

• Certified Financial Planner

Other Names

• Soren Vanhouten
• Soren Roberson Van Houten