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Anna Elizabeth Kramer

Schwab Wealth Advisory, Inc.

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-02
AZ RA APPROVED 2020-09-10
  • TX RA
    APPROVED
    Since 2025-01-02
  • AZ RA
    APPROVED
    Since 2020-09-10

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Usaa Financial Advisors, Inc. Phoenix AZ 11/2004 06/2020
Usaa Financial Planning Services Phoenix AZ 11/2004 06/2020
Maricopa County Elections Department Phoenix AZ 11/2012 Present
Usaa Investment Management Company Phoenix AZ 01/2018 06/2020
Charles Schwab & Co Phoenix AZ 08/2020 Present
Schwab Wealth Advisory Inc Phoenix CA 08/2020 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-21
S63 Uniform Securities Agent State Law Examination 1999-01-21
  • S65 Uniform Investment Adviser Law Examination
    2005-12-21
  • S63 Uniform Securities Agent State Law Examination
    1999-01-21
Designations
Other Names
  • Anna Kramer
  • Anna Teems
  • Anna Elizabeth Teems
  • Annabeth Kramer

View on SEC IAPD

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Other Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
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UBS FINANCIAL SERVICES INC. · Phoenix, AZ
UBS FINANCIAL SERVICES INC. · PHOENIX, AZ
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