Taylor Ansell Sevenants

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

• 08/2014 → 03/2017
  Full-Time Education
  Colorado Springs, CO
• 09/2017 → 07/2020
  Full-Time Education
  Colorado Springs, CO
• 08/2020 → 12/2023
  Full-Time Education
  Phoenix, AZ
• 03/2017 → 09/2017
  Great Wolf Lodge
  Colorado Springs, CO
• 07/2019 → 12/2020
  Rocky Mountain Chocolate Factory
  Colorado Springs, CO
• 08/2021 → 10/2023
  Grand Canyon University Campus
  Phoenix, AZ
• 04/2022 → 12/2022
  Ambli Global Cuisine
  Colorado Springs, CO
• 06/2023 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2023 → Present
  Schwab Wealth Advisory Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2024-10-18

Designations

• Certified Financial Planner