Zachary Thomas Springer

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

• 07/2019 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 01/2019 → 03/2019
  Twin Lakes Recreation Center
  Bloomington, IN
• 05/2018 → 08/2018
  New Horizons Financial Consult
  Evansville, IN
• 08/2017 → 11/2017
  Smoke 'n' Lotto
  Bloomington, IN
• 05/2017 → 10/2017
  Lake Monroe Village
  Bloomington, IN
• 05/2016 → 01/2017
  Karama Collection
  Evansville, IN
• 04/2019 → 06/2019
  Unemployed
  Bloomington, IN
• 08/2018 → 01/2019
  Student
  Bloomington, IN
• 11/2017 → 05/2018
  Student
  Bloomington, IN
• 01/2017 → 05/2017
  Student
  Bloomington, IN
• 10/2023 → Present
  Schwab Wealth Advisory
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2020-11-09
• S63 Uniform Securities Agent State Law Examination
  2020-01-10

Designations

• Certified Financial Planner

Other Names

• Zachary Thomas Springer
• Zachary T Springer
• Zach Springer