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Rune Q Nordhagen

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 2731922

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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
AZ RA APPROVED 2025-02-06
TX RA APPROVED 2024-10-23
  • AZ RA
    APPROVED
    Since 2025-02-06
  • TX RA
    APPROVED
    Since 2024-10-23

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Charles Schwab & Co., Inc. Phoenix AZ 04/2007 Present
Dysart Road Laundromat Surprise AZ 12/2012 11/2017
Tolleson Laundroma, Llc Tolleson AZ 04/2014 05/2017
Charles Schwab Bank, Ssb Lynnwood WA 06/2019 10/2024
Schwab Wealth Advisory, Inc. Phoenix AZ 10/2024 Present
  • 04/2007 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 12/2012 → 11/2017
    Dysart Road Laundromat
    Surprise, AZ
  • 04/2014 → 05/2017
    Tolleson Laundroma, Llc
    Tolleson, AZ
  • 06/2019 → 10/2024
    Charles Schwab Bank, Ssb
    Lynnwood, WA
  • 10/2024 → Present
    Schwab Wealth Advisory, Inc.
    Phoenix, AZ
Previous Registrations
Other Businesses

Start Date = 09-01-16| Rental| Owner| Chandler, AZ| Hours/Month = Less than 20| Rental property

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-27
S63 Uniform Securities Agent State Law Examination 1996-11-26
  • S65 Uniform Investment Adviser Law Examination
    2003-12-27
  • S63 Uniform Securities Agent State Law Examination
    1996-11-26
Other Names
  • Rune Quist Nordhagen

View on SEC IAPD

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Nearby Offices

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