Rachel Schmidt

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

• 04/2020 → 12/2021
  Starbucks
  Peoria, AZ
• 10/2021 → 09/2022
  Phoenix Suns
  Phoenix, AZ
• 04/2022 → 10/2022
  S.A.F.E. Management
  Glendale, AZ
• 10/2022 → 11/2022
  Arizona Sports And Entertainment Commission
  Scottsdale, AZ
• 02/2023 → 08/2023
  Life Time Inc.
  Peoria, AZ
• 05/2023 → 12/2024
  General Dynamics Mission Systems
  Scottsdale, AZ
• 06/2024 → 08/2024
  Renaissance Financial
  Phoenix, AZ
• 08/2021 → 09/2024
  Full Time Education
  Phoenix, AZ
• 12/2022 → 01/2023
  Unemployed
  Peoria, AZ
• 07/2016 → 04/2020
  Full Time Education
  Peoria, AZ
• 09/2024 → 02/2026
  Cetera Wealth Services, Llc
  El Segundo , CA
• 01/2025 → 02/2026
  Cetera Investment Advisers Llc
  Schaumburg , IL
• 06/2026 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2026 → Present
  Grand Canyon University
  Phoenix, AZ
• 06/2026 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2025-01-07 → 2026-03-09
  Cetera Investment Advisers Llc
  Phoenix, AZ

Other Businesses

1) Grand Canyon University | Investment Related:No||Education|Grader and Instructional Assistant|2026-01-06|Less than 20|0|I grade students' assignments on behalf of the professors for a few classes in GCU's college of engineering. The professor gives me the answer keys to assignments, quizzes, and projects and I grade the assignments on my own time.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-26