Trevyn Gearig Nafziger

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

• 07/2022 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 08/2018 → 05/2022
  Taylor University
  Upland, IN
• 01/2011 → 06/2018
  Angola High School
  Angola, IN
• 07/2017 → 12/2020
  Meijer
  Angola, IN
• 05/2021 → 08/2021
  Payserv Staffing
  Angola, IN
• 10/2025 → Present
  Schwab Wealth Advisory, Inc.
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2023-10-02
• S63 Uniform Securities Agent State Law Examination
  2022-10-31

Designations

• Certified Financial Planner