Connor Messman
Investment Adviser Representative at Schwab Wealth Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Connor Messman is an investment adviser representative with Schwab Wealth Advisory, Inc. in Phoenix, AZ, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Wells Fargo Advisors and Morgan Stanley. 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 Arizona.
Office
Advisors at this office: 146
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
- Broker:
1 state or territory
Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Full Time EducationAug 2014 – May 2017Fort Worth, TX
- Insight GlobalJun 2017 – Feb 2018Dallas, TX
- Insight Global - McKesson CorporationMar 2018 – Jun 2018Dallas, TX
- The Vanguard Group, Inc.Sep 2018 – May 2020Scottsdale, AZ
- Morgan StanleyJun 2020 – Apr 2024Gilbert, AZ
- Morgan Stanley Private Bank, N.AMay 2020 – Jan 2021Gilbert, AZ
- Wells Fargo Advisors Financial Network, LLCApr 2024 – May 2026Scottsdale, AZ
- Schwab Wealth Advisory, Inc.May 2026 – no end date reportedPhoenix, AZ
- Charles Schwab & Co., Inc.May 2026 – no end date reportedPhoenix, AZ
Official records & sources
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 Phoenix, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connor Messman 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.
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