Simon B Manoyan

Current Employers

Employment History

• 03/2014 → 04/2017
  Bkd Wealth Advisors,Llc
  Oakbrook Terrace, IL
• 04/2017 → 08/2017
  Unemployed
  Northlake, IL
• 08/2017 → 06/2021
  Cliftonlarsonallen Wealth Advisors, Llc
  Oak Brook, IL
• 08/2021 → Present
  Charles Schwab & Co., Inc
  Chicago, IL

Previous Registrations

• 2017-08-25 → 2021-07-01
  Cliftonlarsonallen Wealth Advisors, Llc
  Minneapolis, MN
  Bloomington, IL
  Minneapolis, MN
  Oak Brook, IL
• 2014-11-04 → 2017-04-11
  Forvis Mazars Wealth Advisors, Llc
  Oakbrook Terrace, IL
• 2014-03-20 → 2015-10-30
  Wolf Financial Management, Llc
  Oakbrook Terrace, IL
• 2014-03-20 → 2014-12-31
  Wolf Financial Management, Llc
  Oakbrook Terrace, IL
  Oakbrook Terrace, IL
• 2013-05-07 → 2013-08-19
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Wilmington, NC
  Palm Beach Gardens, FL

Other Businesses

1) Clinton Complex Condominium Association Board of Directors | Investment Related:No|Real Estate (Non-Agent/Broker)|Board Member|12/17/2025|Less than 20|1|Going to condo association meetings, reviewing minutes of meetings and discussing ways to improve the lifestyle of the community that lives in the building.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-01-29
• S65 Uniform Investment Adviser Law Examination
  2013-05-03

Designations

Other Names

• Simon Benjamin Manoyan