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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)25 years in industry

CELIA KATHLEEN MARTEL

Advisor at CHARLES SCHWAB & CO., INC.

SAN ANTONIO, TX | Lone Tree, CO

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Search this name across graphsid dfx:ria:968a2e5d-21d2-cf8f-8e28-d6869c212649

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 15, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Consultant
Exams: S65|S63
First exam: Dec 15, 2000
First registration: Jan 28, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 2865498

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	May 28, 2020	n/a	yes	Lone Tree, CO\|SAN ANTONIO, TX	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 9, 2008	Jan 8, 2018	no	SAN ANTONIO, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 28, 2005	Jun 29, 2006	no	AUSTIN, TX\|AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	May 28, 2020	4	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	USAA FINANCIAL PLANNING SERVICES	Jun 29, 2006	Apr 9, 2008	650	Firm change after gap	Ibd to new firm

Relationships

Registered with (4)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
May 28, 2020 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 9, 2008 to Jan 8, 2018factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 28, 2005 to Jun 29, 2006factForm ADV

Dated events

No dated event names this entity yet.