Orlearnda Hoeun
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Orlearnda Hoeun is an investment adviser representative with Charles Schwab & Co., Inc. in Edina, MN, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and U.S. Bancorp Investments, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
- Broker:
1 state or territory
Minnesota
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.
- RiverSource Distributors IncFeb 2017 – Oct 2017Minneapolis, MN
- Best BuyFeb 2017 – Nov 2017Richfield, MN
- UnemployedOct 2016 – Dec 2016MInneapolis, MN
- New York Life Insurance CoDec 2017 – May 2018Edina, MN
- NYLIFE Securities LLCMar 2018 – Jun 2018Edina, MN
- Ameriprise FinancialJan 2017 – Oct 2017Minneapolis, MN
- Northwestern Mutual Life Insurance CompanyJun 2018 – Nov 2018minneapolis, MN
- Northwestern Mutual Investment Services LLCJul 2018 – Nov 2018Minneapolis, MN
- U.S. BankFeb 2019 – Jul 2022st. paul, MN
- U.S. Bancorp Investments, Inc.Feb 2019 – Jul 2022st. paul, MN
- UnemployedNov 2018 – Feb 2019MInneapolis, MN
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 – Apr 2024Wayzata, MN
- UnemployedJul 2022 – Jan 2023minneapolis, MN
- Bank of America N.A.Apr 2023 – Apr 2024Wayzata, MN
- Charles Schwab & Co., Inc.Sep 2024 – no end date reportedEdina, MN
- UnemployedApr 2024 – Sep 2024Minneapolis, MN
- Charles Schwab Bank, SSBSep 2024 – no end date reportedEdina, MN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
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. Orlearnda Hoeun 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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