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Angela Collins

Angela Collins

SCHWAB WEALTH ADVISORY | Investment Solutions Representative III
Indianapolis, IN 46240-2482
Some features on this profile are disabled
CRD#: 6130645
Angela Collins

Professional summary

Angela Collins, who also goes by Angela Bernice Collins, Angie Collins, Angela Collins, Angela Nutor, Angela Wortham, Angela Wortham-collins, Angela Wortham-nutor, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Indianapolis, Indiana and CHARLES SCHWAB & CO., INC. located in Indianapolis, Indiana.

Angela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Angela has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

As your Investment Consultant, I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angela Bernice Collins | Angie Collins | Angela Collins | Angela Nutor | Angela Wortham | Angela Wortham-Collins | Angela Wortham-Nutor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Collins's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Regis University

Master of Business Administration (MBA) - Operations Management

2005

University of Denver

Bachelor of Science (BS) - Computer Science

2000

Experience

Current

May 9, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482
RIA
CRD#: 159035
Indianapolis, IN
Current

May 9, 2026 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482
RIA
BD
CRD#: 5393
Indianapolis, IN
Past

January 22, 2026 - April 6, 2026

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
Fort Wayne, IN
Past

January 15, 2026 - April 6, 2026

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

March 31, 2025 - October 21, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
FORT WAYNE, IN
Past

June 29, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WESTLAKE, TX
Past

June 7, 2021 - October 21, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

November 7, 2016 - March 3, 2021

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
FORT WAYNE, IN
Past

November 7, 2016 - March 3, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
FORT WAYNE, IN
Past

October 7, 2013 - October 27, 2016

EDWARD JONES

RIA
CRD#: 250
FT WAYNE, IN
Past

June 24, 2013 - October 27, 2016

EDWARD JONES

BD
CRD#: 250
FT WAYNE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(5/9/2026)
IAR
Indiana
(5/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/24/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
9800 Schwab Way, Lone Tree, CO 80124
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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.

Company Information

SCHWAB WEALTH ADVISORY, INC.

Investment Solutions Representative IIICRD#: 159035Indianapolis, IN 46240-2482

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