Daniel Munger
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.
Daniel Munger is an investment adviser representative with Schwab Wealth Advisory, Inc. in Indianapolis, IN, where they have been registered since 2025. They have worked in the securities industry since 2020 and have been registered with 5 firms, including Charles Schwab & Co., Inc. and Wells Fargo Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana and Texas.
Office
Advisors at this office: 189
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana, Texas
- Broker:
20 states and territories
Arizona, California, Colorado, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Missouri, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Washington, Wisconsin
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.
- Pruco Securities LLCSep 2019 – Oct 2021San Diego, CA
- American International GroupJul 2006 – Oct 2018San Diego, CA
- UnemployedOct 2018 – Sep 2019San Diego, CA
- The Prudential Insurance Company of AmericaFeb 2020 – Oct 2021San Diego, CA
- Fidelity InvestmentsOct 2021 – Jan 2024Salt Lake City, UT
- Wells Fargo Clearing Services, LLCJun 2024 – Nov 2024Boise, ID
- Charles Schwab & Co., Inc.Nov 2024 – no end date reportedIndianapolis, IN
- UnemployedJan 2024 – Jun 2024San Diego, CA
- Charles Schwab Bank, SSBNov 2024 – Nov 2025Bend, OR
- Schwab Wealth Advisory, Inc.Nov 2025 – no end date reportedIndianapolis, IN
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
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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. Daniel Munger 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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