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Rodney Lee Hazelton

Schwab Wealth Advisory, Inc.

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About Rodney Lee Hazelton

Rodney Hazelton is a financial advisor in Omaha, NE. Rodney has been in the financial services industry since March 2008. Rodney is currently registered with Schwab Wealth Advisory, Inc. and has previously been registered with TD Ameritrade, Inc., Scottrade, Inc., Ameritas Investment Corp., and Edward Jones. Rodney has a wide range of experience in the financial services industry and is committed to providing his clients with the best possible service.

Firm Information

Rodney Hazelton 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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Rodney Hazelton’s Registration & Firm History

NE

06/22/2023 - Present

Schwab Wealth Advisory, Inc. (Omaha NE)

NE

02/26/2018 - 09/11/2019

TD AMERITRADE, INC. (LINCOLN NE)

NE

12/18/2008 - 02/26/2018

SCOTTRADE, INC. (LINCOLN NE)

NE

07/17/2008 - 12/16/2008

AMERITAS INVESTMENT CORP. (LINCOLN NE)

NE

09/27/2007 - 04/17/2008

EDWARD JONES (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 10/11/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/19/2012

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/25/2012

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2007

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 Rodney Lee Hazelton.
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