Anna Elizabeth Kramer

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

• 11/2004 → 06/2020
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 11/2004 → 06/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 11/2012 → Present
  Maricopa County Elections Department
  Phoenix, AZ
• 01/2018 → 06/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 08/2020 → Present
  Charles Schwab & Co
  Phoenix, AZ
• 08/2020 → Present
  Schwab Wealth Advisory Inc
  Phoenix, CA

Previous Registrations

• 2018-01-08 → 2020-06-17
  Usaa Investment Services Company
  San Antonio, TX
• 2005-01-04 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
  Phoenix, AZ
• 2004-02-27 → 2004-11-02
  Ameriprise Financial Services, Llc
  Chattanooga, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-21
• S63 Uniform Securities Agent State Law Examination
  1999-01-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Anna Kramer
• Anna Teems
• Anna Elizabeth Teems
• Annabeth Kramer