Bradford M Karcher

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

• 06/2015 → 01/2017
  Marsh Supermarkets
  Muncie, IN
• 08/2013 → 05/2017
  Ball State University
  Muncie, IN
• 07/2017 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 01/2022 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Other Businesses

1) Hamilton Southeastern HS Academy of Finance | Investment Related:No|13910 E 126th Street|Fishers|IN|46037|USA|Education|Board of Directors|9/1/2018|Less than 20|0|I vote on the program's offerings, in terms of how funds are spent on what the members of the program may do (such as field trips, or paying for lunch)

Exams

• S66 Uniform Combined State Law Examination
  2019-02-04
• S63 Uniform Securities Agent State Law Examination
  2018-01-22

Designations

• Certified Financial Planner

Other Names

• Max Karcher