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Benjamin Jonas Kieckhafer

Schwab Wealth Advisory, Inc.

San Francisco, CA

Phoenix, AZ

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Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-02
AZ RA APPROVED 2014-06-20
  • TX RA
    APPROVED
    Since 2020-01-02
  • AZ RA
    APPROVED
    Since 2014-06-20

Branch Locations

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

8040 South 48Th Street, Phoenix, AZ 85044 • 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. Phoenix AZ 11/2007 Present
Schwab Wealth Advisory Inc Phoenix AZ 06/2014 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-04
S63 Uniform Securities Agent State Law Examination 2008-06-04
  • S66 Uniform Combined State Law Examination
    2014-06-04
  • S63 Uniform Securities Agent State Law Examination
    2008-06-04
Other Names
  • Ben Kieckhafer

View on SEC IAPD

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PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

More in San Francisco, CA

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