Lauren H. Wyatt
Professional summary
Lauren Hoglan Wyatt, who also goes by Lauren Alissa Hoglan, Lauren Wyatt, Lauren Wyatt, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Knoxville, Tennessee and CHARLES SCHWAB & CO., INC. located in Indianapolis, Indiana.
Lauren is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Lauren has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lauren Hoglan Wyatt's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 19, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
January 26, 2022 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482January 27, 2022 - May 21, 2025
CHARLES SCHWAB & CO., INC.
June 3, 2021 - October 14, 2022
TD AMERITRADE, INC.
June 3, 2021 - September 7, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
June 3, 2021 - December 31, 2023
TD AMERITRADE, INC.
October 9, 2012 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
October 9, 2012 - January 11, 2021
TD AMERITRADE, INC.
October 9, 2012 - January 11, 2021
TD AMERITRADE, INC.
November 3, 2011 - October 9, 2012
TD AMERITRADE CLEARING, INC.
November 16, 2009 - November 3, 2011
TD AMERITRADE, INC.
July 22, 2009 - November 3, 2011
TD AMERITRADE, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/31/2022)
(2/9/2022)
(3/17/2022)
(3/9/2022)
(1/26/2022)
(1/27/2022)
(1/27/2022)
(1/28/2022)
(3/9/2022)
(3/8/2022)
(3/15/2022)
(3/4/2022)
(3/7/2022)
(3/17/2022)
(2/9/2022)
(1/27/2022)
(1/26/2022)
(1/31/2022)
(1/31/2022)
(1/28/2022)
(1/26/2022)
(2/28/2022)
(1/28/2022)
(1/28/2022)
(1/27/2022)
(1/26/2022)
(1/31/2022)
(2/4/2022)
(8/5/2024)
(1/31/2022)
(3/7/2022)
(1/28/2022)
(3/27/2022)
(8/8/2024)
(2/8/2022)
(1/26/2022)
(1/31/2022)
(2/8/2022)
(2/24/2022)
(2/7/2022)
(2/8/2022)
(2/4/2022)
(3/10/2022)
(2/23/2022)
(5/19/2025)
(1/27/2022)
(5/20/2025)
(1/31/2022)
(1/27/2022)
(1/28/2022)
(2/25/2022)
(1/28/2022)
(3/31/2022)
(1/28/2022)
(2/7/2022)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
