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Elisa Anne Stansbury

Schwab Wealth Advisory, Inc.

Omaha, NE

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-05-26
  • NE RA
    APPROVED
    Since 2026-05-26

Branch Locations

200 South 108Th Ave., Omaha, NE 68154 • 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
Schwab Wealth Advisory, Inc. Omaha NE 05/2026 Present
Td Ameritrade, Inc. Omaha NE 01/2022 11/2023
Gourmet Foods International Decatur GA 02/2016 01/2022
Charles Schwab & Co., Inc. Omaha NE 11/2023 Present
  • 05/2026 → Present
    Schwab Wealth Advisory, Inc.
    Omaha, NE
  • 01/2022 → 11/2023
    Td Ameritrade, Inc.
    Omaha, NE
  • 02/2016 → 01/2022
    Gourmet Foods International
    Decatur, GA
  • 11/2023 → Present
    Charles Schwab & Co., Inc.
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-21
S63 Uniform Securities Agent State Law Examination 2022-06-22
  • S66 Uniform Combined State Law Examination
    2026-01-21
  • S63 Uniform Securities Agent State Law Examination
    2022-06-22
Other Names
  • Elisa Anne Carlson
  • Elisa Stansbury

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

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