Connor Messman

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

• 08/2014 → 05/2017
  Full Time Education
  Fort Worth, TX
• 06/2017 → 02/2018
  Insight Global
  Dallas, TX
• 03/2018 → 06/2018
  Insight Global - Mckesson Corporation
  Dallas, TX
• 09/2018 → 05/2020
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2020 → 04/2024
  Morgan Stanley
  Gilbert, AZ
• 05/2020 → 01/2021
  Morgan Stanley Private Bank, N.A
  Gilbert, AZ
• 04/2024 → 05/2026
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 05/2026 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 05/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2024-04-19 → 2026-06-04
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ
• 2020-08-12 → 2024-03-19
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-08-07
• S63 Uniform Securities Agent State Law Examination
  2018-11-06

Designations

• Certified Financial Planner

Other Names

• Connor Messman
• Connor Ward Messman