Kathleen R Cashatt

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2010 → 02/2017
  Usaa Financial Advisors Inc.
  Phoenix, AZ
• 05/2010 → 02/2017
  Usaa Financial Planning Services
  Phoenix, AZ
• 03/2017 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2017 → 01/2021
  Schwab Private Client Investment Advisory, Inc.
  Phoenix, AZ
• 12/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2017-04-03 → 2021-02-01
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ
• 2010-06-25 → 2017-03-23
  Usaa Financial Planning Services
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
• 2006-05-09 → 2010-05-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-19
• S63 Uniform Securities Agent State Law Examination
  2002-06-24

Designations

• Certified Financial Planner

Other Names

• Kathleen Ruth Jurkovic
• Kathy Mark
• Kathleen Ruth Mark
• Kathleen Ruth Mark
• Kathleen Ruth Cashatt
• Kathy Cashatt