Mark Anthony Schweizer

Financial advisor at Schwab Wealth Advisory, Inc. · Lone Tree, CO

Last updated 2026-10-10

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Mark Anthony Schweizer is a financial advisor at Schwab Wealth Advisory, Inc. in Lone Tree, CO, CRD 3256064. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2012-09-19.

Registration

CRD number
3256064
Registration status
Active
IAPD registration
2012-09-19
Industry Experience
14 years
Work Experience
37 years
States registered
CO, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2015-11 to Present · Charles Schwab & Co., Inc. · Lone Tree, CO
  • 2015-11 to Present · Schwab Wealth Advisory Inc · Lone Tree, CO
  • 1989-01 to Present · Schweizer Dairy, Inc. · Sterling, KS

Current employment

SEC IAPD record for Mark Anthony Schweizer

Schwab Wealth Advisory, Inc.

Registered advisors
1,684
Offices
232
Clients per advisor
0.0 (Low)

Schwab Wealth Advisory, Inc.: advisors, services and reported ETF investments

About

Mark Anthony Schweizer is a CFP® financial advisor at Schwab Wealth Advisory, Inc. in Lone Tree, CO. Reported securities licenses include Series 63 and Series 65. The latest record indicates 14 years of industry experience and 37 years of reported work history. Reported roles include Charles Schwab & Co., Inc., Schweizer Dairy, Inc..

SEC disclosures list additional business and community activities: 1) Schweizer Dairy Inc | Investment Related:no|24216 W 43rd Ave|sterling|ks|67579|usa|agriculture/forestry/fishing|secretary/treasurer|1/1/1989|less Than 20|0|5-8 Hours Per Month Spent Outside Of Regular Business Hours.

Schwab Wealth Advisory, Inc.'s firm-level Form ADV reports 1,684 advisors across 232 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Schwab Wealth Advisory, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

9800 Schwab Way, Lone Tree, CO 80124

240 advisors at this office.

Schwab Wealth Advisory office in Lone Tree, CO

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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