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Keith Charles Draehn

Charles Schwab & Co., Inc.

Lone Tree, CO

Katy, TX

CRD 2978952

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 1997-12-19
  • TX RA
    APPROVED
    Since 1997-12-19

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Katy, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Katy TX 01/1997 Present
Charles Schwab Bank Katy TX 06/2005 Present
Other Businesses

1) Rental Property | Investment Related:No|306 W Lubbock Street|Brenham|TX|77833|USA|Real Estate (Non-Agent/Broker)|Owner|8/15/2016|Less than 20|0|Property Management/Owner, 2) Meyer & Draehn, LLC | Investment Related:No|967 Lady Bird Lane|College Station|Texas|77845|USA|Real Estate (Non-Agent/Broker)|Member/Landlord|9/27/2023|Less than 20|0|Manage rental income, 3) Boulevard Green HOA | Investment Related:No|Other|Member|7/10/2026|Less than 20|0|Voting on Community Pool and Landscaping projects as needed.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-12-18
  • S63 Uniform Securities Agent State Law Examination
    1997-12-18
Other Names
  • Keith Draehn

View on SEC IAPD

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