Kevin A Anderson

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1999 → Present
  Charles Schwab & Co., Inc.
  Oak Brook, IL
• 07/2007 → Present
  Charles Schwab Bank
  Oak Brook, IL

Other Businesses

1) BUDDERFLY CHEESECAKE & CATERING, INC., BROADVIEW, IL, START DATE: 01/01/2009, MARKETING, SALES AND PRODUCT DELIVERY, LESS THAN 20 HOURS PER MONTH, NOT INVESTMENT RELATED. 2) . UBER| NOT INVESTMENT RELATED |1401 W. North Avenue, Chicago,IL 60642 | TRAVEL/TRANSPORTATION/TOURISM |LYFT DRIVER|START DATE 04.15.2017| FOR APPROXIMATELY 20 HOURS PER MONTH NONE DURING TRADING HOURS| I OCCASIONALLY USE MY PERSONAL VEHICLE TO DRIVE FOR UBER. 3) The Word Works Church; 3/04/2001; Chicago, Illinois; Not Investment Related; Financial Clerk; Serving on the church finance committee; less than 20 hours per month; not during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2003-10-20

Other Names

• Kevin Alexander Anderson