Michelle Nelson Hahn

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

• 08/2011 → 08/2017
  N/A
  Flower Mound, TX
• 08/2017 → 09/2025
  Cfo4Life
  Coppell, TX
• 02/2018 → 09/2025
  Ausdal Financial Partners, Inc
  Coppell, TX
• 09/2025 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 09/2025 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2019-02-21 → 2025-09-19
  Cfo4Life
  Coppell, TX

Other Businesses

Trietsch Memorial United Methodist Church | Investment Related: No | 6101 Morriss Road, Flower Mound, TX 75028 | Type of OBA: Nonprofit Charitable Organizations | Finance Committee Member | Start date: 2024-01-01 | Hours Per Month: Less than 20 | Hours Spent during Security Trading: 0 | Serving on the finance committee that meets once a month to review and approve the church's financials (budgets, recordkeeping, etc.).

Exams

• S66 Uniform Combined State Law Examination
  2018-11-15

Designations

• Certified Financial Planner

Other Names

• Michelle Hahn
• Rebecca Michelle Nelson