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Aaron Jason Cantrell

Schwab Wealth Advisory, Inc.

Indianapolis, IN

CRD 7557288

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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
TX RA APPROVED 2026-05-07
IN RA APPROVED 2024-09-23
  • TX RA
    APPROVED
    Since 2026-05-07
  • IN RA
    APPROVED
    Since 2024-09-23

Branch Locations

8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482 • 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 06/2022 Present
Charles Schwab Bank Ssb Indianapolis IN 06/2022 09/2024
Kroger Zionsville IN 06/2021 08/2021
Purdue Baseball West Lafayette IN 09/2019 02/2021
Home Depot Carmel IN 05/2019 06/2022
Zionsville Community Schools Zionsville IN 08/2012 05/2018
Unemployed Zionsville IN 06/2018 09/2019
Schwab Wealth Advisory, Inc. Indianapolis IN 09/2024 Present
  • 06/2022 → Present
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 06/2022 → 09/2024
    Charles Schwab Bank Ssb
    Indianapolis, IN
  • 06/2021 → 08/2021
    Kroger
    Zionsville, IN
  • 09/2019 → 02/2021
    Purdue Baseball
    West Lafayette, IN
  • 05/2019 → 06/2022
    Home Depot
    Carmel, IN
  • 08/2012 → 05/2018
    Zionsville Community Schools
    Zionsville, IN
  • 06/2018 → 09/2019
    Unemployed
    Zionsville, IN
  • 09/2024 → Present
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-07
  • S66 Uniform Combined State Law Examination
    2023-06-07
Designations
  • Certified Financial Planner
Other Names
  • Aj Cantrell
  • Aaron J Cantrell

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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