Allyson Lynn English Bolinger

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

• 02/2019 → Present
  Charles Schwab & Co., Inc.
  Liberty, IN
• 12/2018 → 01/2019
  Indiana Mills And Manufacturing
  Westfield, IN
• 02/2018 → 11/2018
  Farm Credit Mid America
  Elizabethtown, KY
• 07/2017 → 02/2018
  Farm Credit Mid America
  Shelbyville, KY
• 06/2016 → 09/2016
  Farm Credit Mid America
  Shelbyville, KY
• 09/2015 → 05/2017
  Purdue University
  West Lafayette, IN
• 05/2013 → 05/2017
  Purdue University
  West Lafayette, IN
• 07/2023 → Present
  Schwab Wealth Advisory Inc.
  Liberty, IN

Exams

• S66 Uniform Combined State Law Examination
  2022-02-07

Designations

• Certified Financial Planner

Other Names

• Allyson English
• Allyson L English