Raymond Craig Schenk

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

• 09/2015 → 04/2018
  The Mather Group, Llc
  Houston, TX
• 07/2018 → 12/2020
  Sva Financial Group, Llc
  Madison, WI
• 01/2021 → 05/2021
  Wealth Enhancement Group
  Madison, WI
• 01/2021 → 05/2021
  Wealth Enhancement Advisory Services
  Madison, WI
• 05/2021 → 08/2024
  The Vanguard Group, Inc.
  Scottsdale, NC
• 08/2024 → Present
  Schwab Wealth Advisory Inc
  Phoenix, AZ
• 08/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2021-06-09 → 2024-08-27
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2021-01-02 → 2021-06-10
  Wealth Enhancement Advisory Services, Llc
  Plymouth, MN
  Madison, WI
• 2018-08-01 → 2021-01-13
  Sva Wealth Management, Llc
  Madison, WI
• 2015-09-17 → 2018-07-31
  The Mather Group, Llc
  Houston, TX
  Chicago, IL
• 2004-10-05 → 2004-10-19
  Mml Investors Services, Llc
  Rockford, IL
• 2000-10-17 → 2004-08-23
  Kestra Investment Services, Llc
  Rockford, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-30
• S65 Uniform Investment Adviser Law Examination
  1999-08-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Raym Schenk
• Ray Schenk
• Raymond Craig Schenk
• Raymond C Schenk
• Rame Schenk
• Rame Schenk
• Raymond Schenk