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Heather Pape

Schwab Wealth Advisory, Inc.

Minneapolis, MN

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-07-25
  • MN RA
    APPROVED
    Since 2026-07-25

Branch Locations

7825 Washington Ave S, Minneapolis, MN 55439 • 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
Lpl Financial Llc Bloomington MN 09/2024 07/2026
Charles Schwab & Co., Inc. Edina MN 09/2022 09/2024
Saint Paul Public Schools St Paul MN 08/2019 05/2022
Ymca Of The Greater Twin Cities Minneapolis MN 04/2019 09/2022
Minneapolis Public Schools Minneapolis MN 11/2018 05/2019
Target Minneapolis MN 10/2016 11/2018
St Olaf College Northfield MN 09/2013 05/2017
Charles Schwab & Co., Inc. Minneapolis MN 07/2026 Present
Schwab Wealth Advisory, Inc. Minneapolis MN 07/2026 Present
  • 09/2024 → 07/2026
    Lpl Financial Llc
    Bloomington, MN
  • 09/2022 → 09/2024
    Charles Schwab & Co., Inc.
    Edina, MN
  • 08/2019 → 05/2022
    Saint Paul Public Schools
    St Paul, MN
  • 04/2019 → 09/2022
    Ymca Of The Greater Twin Cities
    Minneapolis, MN
  • 11/2018 → 05/2019
    Minneapolis Public Schools
    Minneapolis, MN
  • 10/2016 → 11/2018
    Target
    Minneapolis, MN
  • 09/2013 → 05/2017
    St Olaf College
    Northfield, MN
  • 07/2026 → Present
    Charles Schwab & Co., Inc.
    Minneapolis, MN
  • 07/2026 → Present
    Schwab Wealth Advisory, Inc.
    Minneapolis, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
  • S66 Uniform Combined State Law Examination
    2025-05-28
Other Names
  • Heather Mae Lund
  • Heather Mae Pape

View on SEC IAPD

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Other Offices

HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN
THRIVENT FINANCIAL FOR LUTHERANS · MINNEAPOLIS, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · Minneapolis, MN
LPL FINANCIAL LLC · MINNEAPOLIS, MN
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