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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-07-21
  • MN RA
    APPROVED
    Since 2025-07-21

Branch Locations

7825 Washington Ave S, Minneapolis, MN 55439 • 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
Westwood Health And Fitness Center Waukesha WI 09/2015 08/2017
University Of Wisconsin Madison Madison WI 09/2016 05/2020
Food And Beverage Services Madison WI 10/2017 05/2019
Memorial Union Madison WI 05/2018 10/2019
Aerie Preferred Financial Group Llc Madison WI 06/2019 12/2019
Farmers Insurance Milwaukee WI 06/2019 08/2019
Memorial Union Madison WI 07/2019 08/2019
Memorial Union Madison WI 01/2019 02/2019
University Of Wisconsin Madison Madison WI 04/2013 05/2020
Ameriprise Financial Minneapolis MN 06/2020 03/2023
Farmers Insurance Greendale WI 03/2023 10/2023
Farmers Financial Solutions Greendale WI 04/2023 10/2023
Charles Schwab & Co., Inc. Minneapolis MN 10/2023 Present
Charles Schwab Bank Ssb Wayzata MN 11/2023 07/2025
Schwab Wealth Advisory, Inc Minneapolis MN 07/2025 Present
  • 09/2015 → 08/2017
    Westwood Health And Fitness Center
    Waukesha, WI
  • 09/2016 → 05/2020
    University Of Wisconsin Madison
    Madison, WI
  • 10/2017 → 05/2019
    Food And Beverage Services
    Madison, WI
  • 05/2018 → 10/2019
    Memorial Union
    Madison, WI
  • 06/2019 → 12/2019
    Aerie Preferred Financial Group Llc
    Madison, WI
  • 06/2019 → 08/2019
    Farmers Insurance
    Milwaukee, WI
  • 07/2019 → 08/2019
    Memorial Union
    Madison, WI
  • 01/2019 → 02/2019
    Memorial Union
    Madison, WI
  • 04/2013 → 05/2020
    University Of Wisconsin Madison
    Madison, WI
  • 06/2020 → 03/2023
    Ameriprise Financial
    Minneapolis, MN
  • 03/2023 → 10/2023
    Farmers Insurance
    Greendale, WI
  • 04/2023 → 10/2023
    Farmers Financial Solutions
    Greendale, WI
  • 10/2023 → Present
    Charles Schwab & Co., Inc.
    Minneapolis, MN
  • 11/2023 → 07/2025
    Charles Schwab Bank Ssb
    Wayzata, MN
  • 07/2025 → Present
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-03
  • S66 Uniform Combined State Law Examination
    2020-09-03
Designations
Other Names
  • Hannah Joan Bucci
  • Hannah Joan Tesch
  • Hannah Bucci

View on SEC IAPD

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