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Robert Allen Bodenlos

Schwab Wealth Advisory, Inc.

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About Robert Allen Bodenlos

Robert Allen Bodenlos is an investment advisor representative with Schwab Wealth Advisory, Inc. Robert has been working in the financial services industry since 2006. Robert has also held previous roles with USAA FINANCIAL ADVISORS, INC. and J.P. MORGAN SECURITIES LLC. Robert is licensed to provide investment advice in Arizona. Robert is also registered with the following securities exchanges: FINRA and the Securities Investor Protection Corporation.

Firm Information

Robert Bodenlos 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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Robert Bodenlos’s Registration & Firm History

AZ

09/22/2021 - Present

Schwab Wealth Advisory, Inc. (PHOENIX AZ)

AZ

09/08/2011 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)

IL

04/21/2010 - 09/01/2011

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 11/02/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/16/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/2010

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 Robert Allen Bodenlos.
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