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Micah S Dean

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 6979251

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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
IN RA APPROVED 2021-08-24
  • IN RA
    APPROVED
    Since 2021-08-24

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Charles Schwab & Co., Inc. Indianapolis IN 06/2018 Present
Purdue University West Lafayette IN 08/2016 05/2017
Universal Studios Orlando Orlando FL 05/2017 08/2017
Purdue University West Lafayette IN 08/2017 05/2018
Charles Schwab Bank, Ssb Troy MI 02/2020 08/2021
Schwab Wealth Advisory Inc Indianapolis IN 08/2021 Present
  • 06/2018 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2016 → 05/2017
    Purdue University
    West Lafayette, IN
  • 05/2017 → 08/2017
    Universal Studios Orlando
    Orlando, FL
  • 08/2017 → 05/2018
    Purdue University
    West Lafayette, IN
  • 02/2020 → 08/2021
    Charles Schwab Bank, Ssb
    Troy, MI
  • 08/2021 → Present
    Schwab Wealth Advisory Inc
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Other Names
  • Micah Dean

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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