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Brent Steven Hultquist

Schwab Wealth Advisory, Inc.

Lone Tree, CO

CRD 8084659

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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
CO RA APPROVED 2026-05-29
  • CO RA
    APPROVED
    Since 2026-05-29

Branch Locations

9800 Schwabway, Lone Tree, CO 80124 • 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
Schwab Wealth Advisory Inc. Lone Tree CO 06/2025 Present
Hultquist Law Firm, Llc Cenntennial CO 01/2019 06/2025
Shortridge, Fitzke & Hultquist, P.C. Englewood CO 08/2006 12/2018
  • 06/2025 → Present
    Schwab Wealth Advisory Inc.
    Lone Tree, CO
  • 01/2019 → 06/2025
    Hultquist Law Firm, Llc
    Cenntennial, CO
  • 08/2006 → 12/2018
    Shortridge, Fitzke & Hultquist, P.C.
    Englewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-29
  • S65 Uniform Investment Adviser Law Examination
    2026-05-29

View on SEC IAPD

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