Hannah Tesch
Advisor at Schwab Wealth Advisory — Minneapolis, MN
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
6 years
Location
Minneapolis, MN 55439
Schwab Wealth Advisory
Enterprise
Hannah Tesch is a CFP® with six years of industry experience, currently working at Schwab Wealth Advisory, Inc. She has held roles at Charles Schwab Bank SSB, Charles Schwab, Farmers Financial Solutions, Farmers Insurance, and Ameriprise Financial. Her career includes a variety of financial services positions in the Minneapolis area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual investors through a consultative process that includes annual financial reviews and investment recommendations, without exercising discretionary trading authority.
Based on Schwab Wealth Advisory
Starts at 0.80% annually of assets enrolled in the SWA Program, with fee adjusting downward depending on asset size
Account minimum: $500,000 Fee-only: SWAI does not bill clients directly; SWAI is compensated via fees paid from CS&Co., which charges clients an asset-based fee (starting at 0.80% annually) for the Schwab Wealth Advisory (SWA) Program advisory services.
Minneapolis, MN
7825 Washington Ave. S., 5th Floor
Minneapolis MN 55439
Advisors at this office
10
Minnesota
6 years of industry experience
Schwab Wealth Advisory, Inc
2025 - Present • 1 year
Minneapolis, MN
Charles Schwab Bank SSB
2023 - 2025 • 2 years
Wayzata, MN
Charles Schwab
2023 - Present • 3 years
Minneapolis, MN
Farmers Financial Solutions
2023 - 2023 • 1 year
Greendale, WI
Farmers Insurance
2023 - 2023 • 1 year
Greendale, WI
Ameriprise Financial
2020 - 2023 • 3 years
Minneapolis, MN
Memorial Union
2019 - 2019 • 1 year
Madison, WI
Aerie Preferred Financial Group LLC
2019 - 2019 • 1 year
Madison, WI
Farmers Insurance
2019 - 2019 • 1 year
Milwaukee, WI
Memorial Union
2019 - 2019 • 1 year
Madison, WI
Memorial Union
2018 - 2019 • 1 year
Madison, WI
Food and Beverage Services
2017 - 2019 • 2 years
Madison, WI
University of Wisconsin Madison
2016 - 2020 • 4 years
Madison, WI
Westwood Health and Fitness Center
2015 - 2017 • 2 years
Waukesha, WI
University of Wisconsin Madison
2013 - 2020 • 7 years
Madison, WI
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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