Lincoln Straub

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

• 08/2013 → 05/2018
  Full-Time Education
  Indianapolis, IN
• 08/2018 → 05/2020
  Full-Time Education
  Indianapolis, IN
• 08/2020 → 05/2022
  Full-Time Education
  Indianapolis, IN
• 08/2022 → 05/2025
  Full-Time Education
  Tuscaloosa, AL
• 06/2021 → 06/2022
  Chick-Fil-A
  Indianapolis, IN
• 12/2021 → 06/2023
  Transformations Center For Health
  Indianapolis, IN
• 06/2022 → 01/2024
  Indiana Members Credit Union
  Indianapolis, IN
• 06/2024 → 08/2024
  Charles Schwab & Co., Inc.
  Indianapolis, 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