TD
Talmage W. Demeester
SCHWAB WEALTH ADVISORY
Phoenix, AZ 85044
Some features on this profile are disabled
CRD#: 6322552
TD
Professional summary
Talmage Wayne Demeester, CFP®, who also goes by Tad Wayne Demeester, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Phoenix, Arizona and CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona.
Talmage is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Talmage has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tad Wayne Demeester
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.
1. NAME OF OTHER BUSINESS: CORNERSTONE FINANCIAL ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 09/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: DEMEESTER FAMILY PARNTERSHIP, INVESTMENT RELATED: NO, ADDRESS: 2409 209TH AVE NE, SAMMAMISH, WA, 98074, NATURE OF BUSINESS: FAMILY WEALTH PLANNING, START DATE: 01/2013, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: PERIODICALLY REVIEWS FINANCIAL STATEMENTS WITH FATHER; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 01/2024; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG-TERM CARE; 4. NAME OF OTHER BUSINESS: CORNERSTONE ADVISORY GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:04/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Talmage Wayne Demeester's 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®
CFP®
Start date: 2017
Experience
Current
September 10, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 8040 South 48th Street, Phoenix, AZ 85044RIA
CRD#: 159035
Phoenix, AZ
Current
September 10, 2025 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 8040 South 48th Street, Phoenix, AZ 85044RIA
BD
CRD#: 5393
Phoenix, AZ
Past
March 21, 2024 - June 5, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
IDAHO FALLS, ID
Past
September 8, 2023 - June 5, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
IDAHO FALLS, ID
Past
September 7, 2023 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
IDAHO FALLS, ID
Past
September 27, 2021 - July 26, 2023
GDS WEALTH MANAGEMENT
RIA
CRD#: 315934
FLOWER MOUND, TX
Past
August 21, 2019 - October 20, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FLOWER MOUND, TX
Past
August 21, 2019 - October 20, 2021
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FLOWER MOUND, TX
Past
January 8, 2018 - August 2, 2019
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
COLORADO SPRINGS, CO
Past
September 16, 2016 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
COLORADO SPRINGS, CO
Past
August 4, 2016 - August 2, 2019
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
COLORADO SPRINGS, CO
Past
May 13, 2014 - July 28, 2016
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
SCOTTSDALE, AZ
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
Alabama(10/25/2025)
RR
Alaska(10/25/2025)
IAR
Arizona(9/10/2025)
RR
Arizona(9/12/2025)
RR
Arkansas(10/25/2025)
RR
California(10/25/2025)
RR
Colorado(10/25/2025)
RR
Connecticut(10/25/2025)
RR
Delaware(10/25/2025)
RR
District of Columbia(10/25/2025)
RR
Florida(10/25/2025)
RR
Georgia(10/25/2025)
RR
Hawaii(10/25/2025)
RR
Idaho(10/25/2025)
RR
Illinois(10/25/2025)
RR
Indiana(10/25/2025)
RR
Iowa(10/25/2025)
RR
Kansas(10/25/2025)
RR
Kentucky(10/25/2025)
RR
Louisiana(10/25/2025)
RR
Maine(10/25/2025)
RR
Maryland(10/25/2025)
RR
Massachusetts(10/25/2025)
RR
Michigan(10/25/2025)
RR
Minnesota(10/25/2025)
RR
Mississippi(10/25/2025)
RR
Missouri(10/25/2025)
RR
Montana(10/25/2025)
RR
Nebraska(10/25/2025)
RR
Nevada(10/25/2025)
RR
New Hampshire(10/25/2025)
RR
New Jersey(10/25/2025)
RR
New Mexico(10/25/2025)
RR
New York(10/25/2025)
RR
North Carolina(10/25/2025)
RR
North Dakota(10/25/2025)
RR
Ohio(10/25/2025)
RR
Oklahoma(10/25/2025)
RR
Oregon(10/25/2025)
RR
Pennsylvania(10/25/2025)
RR
Puerto Rico(10/25/2025)
RR
Rhode Island(10/25/2025)
RR
South Carolina(10/25/2025)
RR
South Dakota(10/25/2025)
RR
Tennessee(10/25/2025)
RR
Texas(10/25/2025)
IAR
Texas(10/25/2025)
RR
Utah(10/25/2025)
RR
Vermont(10/25/2025)
RR
Virgin Islands(10/25/2025)
RR
Virginia(10/25/2025)
RR
Washington(10/25/2025)
RR
West Virginia(10/25/2025)
RR
Wisconsin(10/25/2025)
RR
Wyoming(10/25/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
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Contact information
Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042
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.
