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Daniel Yhdego Woldu

Schwab Wealth Advisory, Inc.

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About Daniel Yhdego Woldu

Daniel Woldu is a financial advisor registered with Schwab Wealth Advisory, Inc. in Lone Tree, CO. Daniel has been in the financial services industry since March 23, 2018. Previously, Daniel worked with TIAA-CREF Individual & Institutional Services, LLC in Denver, CO. Daniel holds the Series 6, Series 7TO, Series 63 and Series 66 securities licenses. Daniel is also licensed in 53 states for brokerage services. Daniel has a broad experience in portfolio management for individuals and businesses.

Firm Information

Daniel Woldu 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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Daniel Woldu’s Registration & Firm History

CO

12/20/2021 - Present

Schwab Wealth Advisory, Inc. (Lone Tree CO)

CO

08/04/2017 - 12/23/2020

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

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Licenses & Designations

BOTH

Issued 10/21/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Yhdego Woldu.
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