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David L Amstutz

Schwab Wealth Advisory, Inc.

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About David L Amstutz

David Amstutz is a financial advisor with Schwab Wealth Advisory, Inc. David has been a financial advisor for over 6 years. David has a broad range of experience in the financial services industry, including working in various roles at Charles Schwab & Co., Inc., WorkOne Central Region 5, Peyton's Northern Distribution Center, Jo Ann Gora Student Recreation and Wellness Center, Ball State University, and University of Indianapolis. David has a strong educational background, having graduated from Ball State University and the University of Indianapolis. David holds the Series 63, 66, and 7 securities licenses and is a Certified Financial Planner. David specializes in providing financial planning, portfolio management for individuals and businesses, and other advisory services. David is registered with the state of Indiana as a broker-dealer and investment advisor. David is also registered with the state of Texas as an investment advisor.

Firm Information

David Amstutz 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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David Amstutz’s Registration & Firm History

IN

01/03/2023 - Present

Schwab Wealth Advisory, Inc. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 10/08/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2017

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 David L Amstutz.
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