Michelle Lynn Easton

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

• 06/2014 → 03/2017
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 03/2017 → 12/2021
  Usaa
  San Antonio, TX
• 12/2021 → Present
  Charles Schwab & Co., Inc.
  Boerne, TX
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Boerne, TX

Previous Registrations

• 2014-06-19 → 2017-03-17
  Usaa Financial Planning Services
  San Antonio, TX
• 2014-01-15 → 2014-06-20
  Usaa Investment Services Company
  San Antonio, TX
• 1999-05-17 → 2014-02-11
  Usaa Financial Planning Services
  San Antonio, TX
  San Antonio, TX

Other Businesses

Easton TTU Holdings, LLC|Investment Related:No|6917 15th St;Lubbock;TX;79416;USA|Real Estate (Non-Agent/Broker)|Co-Owner|2024-07-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Purchased a rental property and titling under an LLC where I am co-owner with my husband.

Exams

• S66 Uniform Combined State Law Examination
  2022-01-31
• S63 Uniform Securities Agent State Law Examination
  1995-06-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michelle Lynn Pollok
• Michelle Easton