Cameron Jaden Heald

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

• 04/2025 → 09/2025
  Indy Wealth Advisors
  Fishers, IN
• 05/2024 → 06/2025
  Football University
  Indianapolis, IN
• 01/2024 → 04/2024
  Captrust
  Indianapolis, IN
• 07/2021 → Present
  Full Time Education
  Indianapolis, IN
• 08/2020 → 06/2021
  Next Levelz
  Bradenton, FL
• 08/2017 → 05/2021
  Full Time Education
  Sarasota, FL
• 08/2014 → 05/2017
  Full Time Education
  Bradenton, FL
• 01/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2026 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-04-24