RA
RA

Rimannuel Appling

13 Years of Experience
Grand Prairie, TX
Broker

Rimannuel Appling is a registered investment advisor at Schwab Wealth Advisory, INC., based in Grand Prairie, TX, with 13 years of industry experience. Rimannuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

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

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

Grand Prairie, TX

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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.
March 2025 - Present · 1 yr 2 mos
Charles Schwab & CO., INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2023 - March 2025 · 2 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2015 - December 2017 · 2 yrs 2 mos
PFS Investments INC.Broker
November 2011 - October 2015 · 3 yrs 11 mos
Fidelity Brokerage Services LLCBroker
March 2011 - June 2011 · 3 mos
State Registrations51 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.
Rimannuel Appling - Financial Advisor | TrueAdvisor