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Anne Martin

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7538370

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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
LA RA APPROVED 2026-01-07
TX RA APPROVED 2026-01-07
IN RA APPROVED 2025-07-21
  • LA RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07
  • IN RA
    APPROVED
    Since 2025-07-21

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240 • 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
Charles Schwab & Co., Inc. Indianapolis IN 05/2022 Present
Allied Solutions Carmel IN 10/2014 05/2022
Flix Brewhouse Carmel IN 11/2017 05/2022
Schwab Wealth Advisory, Inc. Indianapolis IN 07/2025 Present
  • 05/2022 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 10/2014 → 05/2022
    Allied Solutions
    Carmel, IN
  • 11/2017 → 05/2022
    Flix Brewhouse
    Carmel, IN
  • 07/2025 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Other Businesses

Tiny Treasures Milk Bank|Investment Related:No|1800 Highland Ave;Duarte;CA;91010;US|Food/Beverage Production|Milk Donor|2025-09-25|HoursPerMonth:20-40|HoursSpentduringSecurityTrading:2|I donate extra breast milk for compensation

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-16
S63 Uniform Securities Agent State Law Examination 2022-09-13
  • S66 Uniform Combined State Law Examination
    2025-05-16
  • S63 Uniform Securities Agent State Law Examination
    2022-09-13

View on SEC IAPD

Nearby Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC

Nearby Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT

Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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