MONICA ZWIPF is an investment adviser representative (IAR) with state registration records since 2020, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-03 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2025-05-30 | 2025-10-27 | — |
| KEY INVESTMENT SERVICES LLC | 2020-12-08 | 2025-06-10 | — |