Colten Lee Corey

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

• 10/2017 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 08/2014 → 04/2017
  Pepperdine University
  Malibu, CA
• 04/2017 → 10/2017
  Unemployed
  Highlands Ranch, CO
• 12/2022 → 09/2025
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 11/2023 → 09/2025
  Charles Schwab Premier Bank
  Lone Tree, CO
• 11/2023 → 09/2025
  Charles Schwab Trust Bank
  Lone Tree, CO
• 09/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Other Businesses

1) Doterra | Investment Related:No|549 S 1300 W|Pleasant Grove|UT|84062|USA|Medical Devices/Supplies|Health and Wellness Representative|12/4/2017|Less than 20|0|Salesperson for essential oils and other health and wellness products

Exams

• S66 Uniform Combined State Law Examination
  2018-09-28
• S63 Uniform Securities Agent State Law Examination
  2018-05-24

Designations

• Certified Financial Planner
• Chartered Financial Analyst