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Brendan Corey Hefter

Schwab Wealth Advisory, Inc.

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About Brendan Corey Hefter

Brendan Corey Hefter is a financial advisor with Schwab Wealth Advisory, Inc. Brendan has been in the financial services industry since September 29, 2015. Brendan is registered with FINRA and holds the Series 63, Series 66, and Series 7 licenses. Brendan is also a Certified Financial Planner. Brendan has previously worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, Fidelity Brokerage Services LLC, and Strategic Advisers LLC. Brendan is currently registered with Schwab Wealth Advisory, Inc. in Colorado and Texas.

Firm Information

Brendan Hefter is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Brendan Hefter’s Registration & Firm History

CO

01/03/2022 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

10/04/2018 - 01/25/2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Denver CO)

CO

08/14/2015 - 09/17/2018

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 03/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/21/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Brendan Corey Hefter.
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