Spencer Weeks, CFP®

Spencer Weeks, CFP®

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location of Spencer Weeks, CFP®Indianapolis, Indiana, United States

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  • Timeline

  • About me

    Associate Wealth Advisor, Schwab Wealth Advisory, Inc.

  • Education

    • University of Dayton

      2012 - 2016
      BS in Education & Health Sciences Education & Allied Studies

      Activities and Societies: University of Dayton Varsity Football Team (Fall 2012- Spring 2015) Full time Education & Health Sciences student with a minor in Marketing.

  • Experience

    • Charles Schwab

      Aug 2017 - Aug 2022
      • Senior Associate Private Client Advisor, Schwab Private Client Investment Advisory, Inc.

        Dec 2021 - Aug 2022
      • Financial Services Representative

        Mar 2018 - Dec 2021
      • Associate Financial Services Professional

        Aug 2017 - Mar 2018
    • SCHWAB WEALTH INVESTMENT ADVISORY, INC.

      Dec 2021 - now
      Associate Wealth Advisor
  • Licenses & Certifications

    • SIE

      FINRA (Financial Industry Regulatory Authority)
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
    • Series 66

      FINRA (Financial Industry Regulatory Authority)
    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Sept 2021
      View certificate certificate
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
  • Volunteer Experience

    • Volunteer

      Issued by Rebuilding Together Dayton on Jan 2013
      Rebuilding Together DaytonAssociated with Spencer Weeks, CFP®