Shanna Therese Grech

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

• 01/2014 → 05/2020
  Usaa Financial Advisors Inc.
  Phoenix, AZ
• 04/2014 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 04/2017 → 05/2020
  Juice Plus
  Collierville, TN
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 07/2023 → 10/2025
  Charles Schwab Bank, Ssb
  Phoenix, AZ
• 10/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2014-12-16 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ

Other Businesses

1) Shanna McKenna Rental Property | Investment Related:No|4110 W Menadota Dr|Glendale|AZ|85308|USA|Real Estate (Non-Agent/Broker)|Landlord|4/1/2025|Less than 20|0|Renting out second property as a landlord.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-20
• S63 Uniform Securities Agent State Law Examination
  2014-04-01

Other Names

• Shanna Mckenna
• Shanna Therese Mckenna