Teresa Schuelke

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 → 12/2017
  H. Beck, Inc.
  Bethesda, MD
• 03/2018 → 03/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 10/2015 → 12/2017
  Moneta Financial Management
  Gilbert, AZ
• 08/2011 → 03/2017
  Seven Networking
  Chandler, AZ
• 09/2015 → 09/2017
  Mass Mutual
  Springfield, MA
• 04/2018 → 03/2021
  Bank Of America, N.A.
  Chandler, AZ
• 03/2021 → 04/2026
  Fidelity Investments
  Chandler, AZ
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 03/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2026 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2025-03-31 → 2026-04-13
  Strategic Advisers Llc
  Mesa, AZ
  Chandler, AZ
  Mesa, AZ
  Chandler, AZ
  Boston, MA
• 2021-04-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chandler, AZ
• 2018-04-17 → 2021-03-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  Chandler, AZ
  Chandler, AZ
• 2010-12-07 → 2015-09-08
  Edward Jones
  Queen Creek, AZ
  St Louis, MO
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2010-12-03

Designations

• Certified Financial Planner

Other Names

• Teresa Marie Schuelke
• Teresa Verbout
• Teresa M. Verbout
• Teresa M. Schuelke
• Teresa Schuelke
• Teresa Marie Verbout
• Teresa M Schuelke