Madison Louise O'COnnor

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

• 07/2015 → 01/2020
  Full-Time Education
  Carmel, IN
• 01/2020 → 10/2020
  Full-Time Education
  Carmel, IN
• 08/2022 → 05/2023
  Full-Time Education
  West Lafayette, IN
• 10/2016 → 09/2017
  Regal Dry Cleaners
  Carmel, IN
• 10/2017 → 01/2020
  Laser Flash
  Carmel, IN
• 10/2020 → 08/2022
  Hobby Lobby
  Carmel, IN
• 05/2023 → 08/2023
  Engage Financial
  Zionsville, IN
• 05/2023 → 04/2025
  Abercrombie
  Indianapolis, IN
• 09/2023 → 04/2025
  Purdue University Biology Depa
  West Lafayette, IN
• 06/2024 → 08/2024
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 05/2025 → 07/2025
  Rp Wealth Advisory
  Carmel, IN
• 07/2025 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 07/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24

Other Names

• Madison Louise Oconnor
• Madison O'COnnor
• Maddie O'COnnor