Monica Zwipf

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

• 11/2012 → 06/2017
  Subway
  North Royalton, OH
• 07/2017 → 05/2019
  Key Investment Services, Llc
  North Royalton, OH
• 07/2017 → 05/2019
  Keybank
  North Royalton, OH
• 05/2019 → 12/2020
  Keybank
  North Royalton, OH
• 05/2019 → 12/2020
  Key Investment Services
  North Royalton, OH
• 12/2020 → 02/2023
  Key Investment Services
  Westlake, OH
• 02/2023 → 05/2025
  Key Investment Services Llc
  Brooklyn, OH
• 12/2020 → 05/2025
  Key Bank Na
  Westlake, OH
• 03/2025 → 11/2025
  Cetera Investment Services Llc
  Saint Cloud, MN
• 03/2025 → 11/2025
  Centra Investment Advisors Llc
  Tampa, FL
• 10/2025 → Present
  Charles Schwab & Co., Inc
  Tampa, FL
• 10/2025 → Present
  Schwab Wealth Adviory Inc.
  Tampa, FL

Previous Registrations

• 2025-05-30 → 2025-10-27
  Cetera Investment Advisers Llc
  Tampa, FL
• 2020-12-08 → 2025-06-10
  Key Investment Services Llc
  Cleveland, OH
  North Royalton, OH
  Brooklyn, OH
  Fort Myers, FL

Other Businesses

1) Bradys K9s | Investment Related:No||Nonprofit Charitable Organizations|Secretary|2024-06-01|Less than 20|0|I help this non profit board with raising money at events virtually and in person to be able to vest police dogs. There is no investment or financial services involved. , 2) The Magic of Different Brains | Investment Related:No||Other|Self published author|2025-09-01|Less than 20|0|I have written a children's book that is currently available on Amazon and I may write and publish another one in the future. There is no discussion of investments of financial services. The current published book is called "the magic of different brains".

Exams

• S66 Uniform Combined State Law Examination
  2020-12-07
• S63 Uniform Securities Agent State Law Examination
  2018-01-04

Designations

• Certified Financial Planner

Other Names

• Monica Zwipf
• Monica Lynne Zwipf