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Paul David Riskus

Schwab Wealth Advisory, Inc.

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About Paul David Riskus

Paul Riskus is a financial advisor with over 25 years of experience in the industry. Paul is registered with Schwab Wealth Advisory, Inc. in Texas. Paul also holds the Certified Financial Planner designation. Paul has worked with several financial firms throughout his career, including USAA Investment Management Company, USAA Financial Advisors, Inc. and American Express Financial Advisors Inc. Paul is a highly experienced financial advisor with a proven track record of success.

Firm Information

Paul Riskus 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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Paul Riskus’s Registration & Firm History

TX

01/03/2023 - Present

Schwab Wealth Advisory, Inc. (SAN ANTONIO TX)

TX

01/07/2004 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

09/03/2002 - 12/31/2003

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

MN

12/05/2000 - 08/07/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/05/2000 - 03/06/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

TX

05/20/1999 - 12/23/1999

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

TX

02/23/1998 - 05/07/1999

BANK UNITED SECURITIES CORP. (HOUSTON TX)

MN

10/30/1996 - 02/13/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/30/1996 - 02/13/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 11/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/1996

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 Paul David Riskus.
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