Mark Schweizer
Mark Schweizer is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Lone Tree, CO, with 26 years of industry experience. Mark 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
9800 Schwab Way, Lone Tree, CO, 80124
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Regulatory History (1)
Customer Dispute
July 2025Other Business Activities
Mark is an officer (secretary/treasurer) of Schweizer Dairy Inc., a family agricultural farming and ranching operation, since 1989. He is a non-active member but signs off on annual meeting minutes, dedicating about 10-20% of his time.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
UBS Painewebber INC.Broker
State Registrations27 states
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
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