Dean Alan Belknap

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

• 07/2016 → 06/2024
  Td Ameritrade
  Fort Worth, TX
• 02/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 02/2022 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Previous Registrations

• 2022-01-22 → 2022-05-10
  Td Ameritrade, Inc.
  Westlake, TX
• 2016-07-14 → 2022-05-10
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX
• 2016-07-14 → 2018-04-04
  Td Ameritrade, Inc.
  Westlake, TX
• 2014-07-16 → 2016-06-15
  Tiaa-Cref Individual & Institutional Services, Llc
  Stillwater, OK

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-04-14
• S65 Uniform Investment Adviser Law Examination
  2014-02-01

Designations

• Certified Financial Planner