Cheyenne, WY Office

Team
Updated today
Charles Schwab logo

Charles Schwab

Institution

Firm-wide stats for Charles Schwab

Total advisors

6,777

Across 756 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Charles Schwab & Co., Inc. serves a very large client base—primarily high‑ and ultra‑high‑net‑worth individuals and related accounts—through its Schwab Wealth Advisory wrap fee program and affiliated managed‑account and financial planning services. As a dual‑registered broker‑dealer and investment adviser, Schwab acts as program sponsor and custodian and provides bundled (wrap) advisory, brokerage, custody, and cash‑sweep services.

Schwab’s client relationship model for the SWA Program is primarily non‑discretionary: Schwab Wealth Advisory, Inc. (SWAI) provides periodic buy/sell and allocation recommendations while clients retain final decision‑making, and Schwab also offers access to discretionary SMAs (Schwab Wealth Portfolios) managed by an affiliate, Charles Schwab Investment Management (CSIM). Investment guidance is delivered using multi‑asset model portfolios with strategic asset allocation (and optional tactical tilts), written advice policies and periodic reviews, and Schwab Center for Financial Research due diligence on alternative investments available through its Alternative Investments Select program.

What is noteworthy about Schwab compared with many peers is its scale and integrated structure: it serves hundreds of thousands of clients through thousands of representatives and multiple wrap programs, which results in relatively high client coverage per advisor and centralized supervisory, custody, and order‑routing arrangements. Schwab also has a distinctive operational footprint for a wealth program — it combines non‑discretionary advisory relationships with access to affiliated discretionary SMAs, a formal alternative‑investment onboarding and placement process, and cash‑sweep mechanisms that vary by client residence.

Based on Charles Schwab

Expertise

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

Based on Charles Schwab

Location

1802 Dell Range Blvd, Suite 1

Cheyenne WY 82009

Advisors at this office

4

Advisors at this office

user avatar

Thomas C

Series 66

Cheyenne, WY

Charles Schwab

Thomas Cowan is a financial advisor with Charles Schwab & Co., Inc., holding a Series 66 designation and three years of industry experience. Before joining Schwab in 2022, he worked for Old Chicago Pizza & Taprooms and spent 36 years with the State of Wyoming Office. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, using multi-asset model portfolios and a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Samuel R

Series 63, Series 65

Cheyenne, WY

Charles Schwab

Samuel Runyan is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at D.A. Davidson & Co. for nine years before joining Schwab in 2018. Outside of his advisory role, he manages several local real estate ventures, including residential properties and an RV park in Wyoming. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Michael L

Series 66, Series 63, Series 65

Cheyenne, WY

Charles Schwab

Michael Lucas is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Before joining Charles Schwab in 2025, his career included roles at Clure Brothers Furniture, Northwestern Mutual, Walmart, The Men's Wearhouse, Navigation Wealth Management, and Ryan Yoder. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
user avatar

Jace K

Series 66

Cheyenne, WY

Charles Schwab

Jace Kappeler is a financial advisor with Charles Schwab & Co., Inc. holding a Series 66 designation and has one year of industry experience. His prior roles include positions at High Plains Associates, LLC and The Compass Wealth Group, LLC, as well as entrepreneurial ventures such as New Life Staged Homes, LLC and Care More Lawn and Services, LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary SMAs, utilizing multi-asset model portfolios and research-driven alternative investment options.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")