GH
CFP
GH
CFP

Gabriel Hanselman

28 Years of Experience
Lone Tree, CO
Broker

Gabriel Hanselman is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Lone Tree, CO, with 28 years of industry experience. Gabriel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Compensation
N/A
Firm Size
1670 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.

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Location

9800 Schwab Way, Lone Tree, CO, 80124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Schwab Wealth Advisory, INC.
January 2012 - Present · 14 yrs 9 mos
Charles Schwab & CO., INC.Broker
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2011 - December 2011 · 6 mos
Multi-Financial Securities Corporation
August 2009 - May 2011 · 1 yr 9 mos
Multi-Financial Securities CorporationBroker
August 2009 - May 2011 · 1 yr 9 mos
Charles Schwab & CO., INC.
August 2007 - July 2009 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
August 1999 - July 2009 · 9 yrs 11 mos
T. Rowe Price Investment Services, INC.Broker
February 1999 - July 1999 · 5 mos
Fidelity Brokerage Services, INC.Broker
July 1997 - January 1999 · 1 yr 6 mos
State Registrations34 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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