Advisor at Schwab Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schwab Wealth Advisory
Location
Richfield, OH 44286
Credentials
CFP®, Series 63, Series 66
Industry experience
21 years
Ryan Vollweiler is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab and Schwab Retirement Plan Services, as well as a brief tenure at Voya Financial Advisor. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to Schwab brokerage clients who meet eligibility requirements, utilizing Schwab’s asset-allocation models and proprietary research tools. The firm is part of The Charles Schwab Corporation’s integrated product and service ecosystem.
Based on Schwab Wealth Advisory
Account minimum: $500,000
4150 Kinross Lake Parkway
Richfield, OH 44286
Ohio · Texas
Schwab Wealth Advisory Inc
2021 - Present (5 years)
Charles Schwab
2017 - Present (9 years)
Schwab Retirement Plan Services , Inc.
2017 - 2021 (4 years)
Voya Financial Advisor, Inc.
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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