Chetana Munnangi

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

• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 06/2022 → 12/2022
  Unemployed
  Parker, CO
• 04/2017 → 09/2019
  Senior Rehab Solutions
  Castle Rock, CO
• 01/2017 → 03/2017
  Wsi Healthcare Personnel
  Greenwood Village, CO
• 09/2009 → 12/2016
  Glacier Hills Rehabilitation Center
  Ann Arbor, MI
• 10/2019 → 05/2022
  Brookside Rehabilitation And Wellness
  Castle Rock, CO
• 09/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Other Businesses

1) Life Care Center of Stonegate | Investment Related:No|Healthcare Services|Physical therapy|5/26/2025|Less than 20|0|provide physical therapy services on a PRN basis

Exams

• S66 Uniform Combined State Law Examination
  2025-05-06
• S63 Uniform Securities Agent State Law Examination
  2023-04-24

Designations

• Certified Financial Planner