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Rune Q Nordhagen

Schwab Wealth Advisory, Inc.

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About Rune Q Nordhagen

Rune Nordhagen is a financial advisor with over 25 years of experience in the industry. Rune currently works at Schwab Wealth Advisory, Inc. Rune's previous experience includes roles at PARK AVENUE SECURITIES LLC, AMERICAN GENERAL SECURITIES INCORPORATED, and CHARLES SCHWAB & CO., INC. Rune specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Rune Nordhagen 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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Rune Nordhagen’s Registration & Firm History

AZ

10/23/2024 - Present

Schwab Wealth Advisory, Inc. (Scottsdale AZ)

AZ

01/30/2004 - 04/10/2007

PARK AVENUE SECURITIES LLC (PHOENIX AZ)

AZ

09/24/2003 - 01/14/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

12/24/1996 - 01/22/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

IA

Issued 12/27/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2007

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/07/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/01/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/1996

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 Rune Q Nordhagen.
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