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Tanya Theresa Heyn

Schwab Wealth Advisory, Inc.

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About Tanya Theresa Heyn

Tanya Theresa Heyn is an investment advisor representative at Schwab Wealth Advisory, Inc. She is licensed to offer investment advice in multiple states, including Arizona and California. Tanya has been in the financial industry since 2002 and has experience with USAA Financial Advisors, Inc., Edward Jones, and Charles Schwab & Co., Inc. Tanya holds Series 7, 63 and 66 licenses as well as the Securities Industry Essentials (SIE) exam. Tanya's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses. She is committed to providing her clients with the best possible financial advice and guidance.

Firm Information

Tanya Heyn 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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Tanya Heyn’s Registration & Firm History

AZ

03/19/2021 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

CA

12/21/2007 - 05/24/2020

USAA FINANCIAL ADVISORS, INC. (SAN DIEGO CA)

AZ

02/20/2002 - 04/03/2007

EDWARD JONES (GLENDALE AZ)

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Licenses & Designations

BOTH

Issued 01/26/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2002

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 Tanya Theresa Heyn.
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