Nathan Mark Dunn

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

• 10/2022 → Present
  Charles Schwab & Co
  Lone Tree, CO
• 07/2022 → 10/2022
  Full-Time Education
  Colorado Springs, CO
• 06/2022 → 07/2022
  Mariner Wealth Advisors
  Los Angeles, CA
• 10/2021 → 06/2022
  Full-Time Education
  Glendale, AZ
• 05/2021 → 10/2021
  Uber
  San Francisco, CA
• 07/2020 → 05/2021
  Amazon Warehouse Associate
  Phoenix, AZ
• 06/2020 → 07/2020
  Full-Time Education
  Phoenix, CO
• 06/2019 → 09/2019
  R & O Pool Service, Inc.
  Phoenix, AZ
• 02/2018 → 06/2020
  Enam Investments
  Colorado Springs, CO
• 02/2018 → 08/2018
  Blackjacks Pizza
  Colorado Springs, CO
• 08/2017 → 02/2018
  Full-Time Education
  Colorado Springs, CO
• 06/2017 → 08/2017
  Luigi's
  Colorado Springs, CO
• 10/2010 → 06/2017
  Full-Time Education
  Colorado Springs, CO
• 09/2025 → Present
  Schwab Wealth Advisory Inc
  Lone Tree, CO

Other Businesses

1) rental property | Investment Related:No|5217 W Fulton Street|Phoenix|Arizona|85043|United States|Real Estate (Non-Agent/Broker)|property owner|3/30/2021|Less than 20|0|I moved from phoenix for this job and don't want to sell my house in this market, so I am renting the house out. It was my personal residence at one point, but I no longer live in Phoenix. AZ lending was the lending company I got my mortgage through., 2) Rental property | Investment Related:No|633 stirrup Bar Drive|Fort Worth|Texas|76179|United States|Real Estate (Non-Agent/Broker)|property owner|1/9/2025|Less than 20|0|i own the property but do not actively manage it

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20
• S63 Uniform Securities Agent State Law Examination
  2023-02-01