Caroline Patricia Kirbish

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

• 11/2015 → 10/2021
  Huntington National Bank
  Indianapolis, IN
• 10/2021 → 10/2023
  White Stage Realty
  Indianapolis, IN
• 10/2023 → 04/2024
  Huntington National Bank
  Indianapolis, IN
• 04/2024 → 09/2025
  Ameriprise Financial/Kuttin Wealth Management
  Hauppauge, NY
• 10/2025 → Present
  Charles Schwab & Co, Inc
  Indianapolis, IN
• 10/2025 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN
• 09/2025 → 10/2025
  Unemployed
  Indianapolis, IN

Other Businesses

1) Irvington Historic Landmarks Foundation/Benton House Association | Investment Related:No|312 Downey Ave. |Indianapolis|IN|46219|USA|Nonprofit Charitable Organizations|Vice President|12/19/2025|Less than 20|0|To assist in fund raising events to maintain the Irvington Historic Landmarks Foundation properties (The Benton House and the Kile Oak). I will assist during board meeting regarding the maintenance and care of the properties. I have no financial service or investment related responsibilities.

Exams

• S66 Uniform Combined State Law Examination
  2024-08-22

Other Names

• Caroline Patricia Vibbert