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Gavin James Boespflug

Schwab Wealth Advisory, Inc.

Bellevue, WA

CRD 7537454

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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:

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-05-05
CA RA APPROVED 2025-05-01
  • WA RA
    APPROVED
    Since 2026-05-05
  • CA RA
    APPROVED
    Since 2025-05-01

Branch Locations

11100 Ne 8Th Street, Bellevue, WA 98004 • 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 Bellevue WA 06/2022 Present
Charles Schwab & Co Inc Bellevue WA 06/2022 Present
Kappa Delta Pullman WA 01/2022 06/2022
Costco Wholesale Issaquah WA 06/2020 08/2020
Fork In The Road Pullman WA 01/2018 03/2019
Cedar County Landscape Maple Valley WA 06/2016 07/2018
N/A Pullman WA 08/2020 01/2022
N/A Pullman WA 03/2019 06/2020
  • 06/2022 → Present
    Schwab Wealth Advisory Inc
    Bellevue, WA
  • 06/2022 → Present
    Charles Schwab & Co Inc
    Bellevue, WA
  • 01/2022 → 06/2022
    Kappa Delta
    Pullman, WA
  • 06/2020 → 08/2020
    Costco Wholesale
    Issaquah, WA
  • 01/2018 → 03/2019
    Fork In The Road
    Pullman, WA
  • 06/2016 → 07/2018
    Cedar County Landscape
    Maple Valley, WA
  • 08/2020 → 01/2022
    N/A
    Pullman, WA
  • 03/2019 → 06/2020
    N/A
    Pullman, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-16
  • S66 Uniform Combined State Law Examination
    2022-09-16
Designations
  • Certified Financial Planner
Other Names
  • Gavin Boespflug

View on SEC IAPD

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