AdFi
CS

Caleb Samuel Wedgle

Investment Adviser Representative at Schwab Wealth Advisory, Inc.

Lone Tree, COCRD #7654953Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Caleb Samuel Wedgle is an investment adviser representative with Schwab Wealth Advisory, Inc. in Lone Tree, CO, where they have been registered since 2025. They have worked in the securities industry since 2023 and were previously registered with Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Texas.

Office

9800 Schwab Way
Lone Tree, CO 80124

Advisors at this office: 228

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Texas
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/18/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 4/24/2023
Series 7
General Securities Representative Examination
Passed 4/14/2023
SIE
Securities Industry Essentials Examination
Passed 2/15/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Schwab Wealth Advisory, Inc.Current
9/30/2025 – Lone Tree, CO
Charles Schwab & Co., Inc.
12/18/2023 – 9/30/2025San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Denver Jewish Day School
    May 2018 – Aug 2018Denver, CO
  2. Full-Time Education
    Aug 2018 – May 2019College Park, MD
  3. Tavern Lowry
    May 2019 – Aug 2019Denver, CO
  4. Triarq Health
    May 2020 – Aug 2020Denver, CO
  5. Moville Mortgage and Finance
    May 2021 – Aug 2021Jerusalem
  6. Full-Time Education
    Aug 2020 – May 2021College Park, MD
  7. Full-Time Education
    Aug 2019 – May 2020College Park, MD
  8. Energize Colorado
    May 2022 – Oct 2022Denver, CO
  9. Charles Schwab & Co., Inc.
    Jan 2023 – no end date reportedLone Tree, CO
  10. Unemployed
    Oct 2022 – Jan 2023Denver, CO
  11. Full-Time Education
    Aug 2017 – May 2018Denver, CO
  12. Denver Jewish Day School
    May 2017 – Aug 2017Denver, CO
  13. Full-Time Education
    Aug 2016 – May 2017Denver, CO
  14. Full-Time Education
    Aug 2021 – May 2022College Park, MD
  15. Schwab Wealth Advisory, Inc.
    Sep 2025 – no end date reportedLone Tree, CO

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Schwab Wealth Advisory, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Lone Tree, CO

Other advisors whose filed branch office is in the same city.

Christopher Richard Tracy
Investment Adviser Representative
Schwab Wealth Advisory, Inc.
Myra Michelle Lawson
Investment Adviser Representative
Schwab Wealth Advisory, Inc.
Kelly Jean Van Winkle
Investment Adviser Representative
Schwab Wealth Advisory, Inc.
Stephanie Lopez
Investment Adviser Representative
Schwab Wealth Advisory, Inc.
Ethan Rivas
Investment Adviser Representative
Schwab Wealth Advisory, Inc.
Annajane Sunrise Mooney
Investment Adviser Representative
Schwab Wealth Advisory, Inc.
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caleb Samuel Wedgle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Caleb Samuel Wedgle (Schwab Wealth Advisory) | AdvisorFinder