Matthew Monroe Knezel

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

• 03/2016 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Other Businesses

1) Uber | Investment Related:No|1455 Market St 4th Fl|San Francisco|CA|94103|USA|Travel/Transportation/Tourism|Contractor|8/9/2013|Less than 20|0|I drive people around who have requested rides through Uber ride sharing app, 2) N/A | Investment Related:No|N/A|Centennial|CO|80122|USA|Computer/IT Services|Contractor|10/1/2013|Less than 20|0|I help a real estate agent with her website and data needs for her business. All business is done as an independent contractor and is 1099'ed at the end of the year., 3) N/A | Investment Related:No|Rental Services (Other than Real Estate)|Renter|10/16/2023|Less than 20|0|I rent two rooms to someone in the house I live in. , 4) My Poker League LLC | Investment Related:No|Computer Software|Member Owner|8/7/2026|Less than 20|0|Only person in the company, responsible for creating and maintaining application and website.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-08
• S63 Uniform Securities Agent State Law Examination
  2016-05-23

Other Names

• Matthew Monroe Svenson
• Matt Knezel