Katherine Grace Kiere

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

• 08/2020 → 06/2024
  Td Ameritrade
  Southlake, TX
• 05/2017 → 08/2020
  Resource One Credit Union
  Irving &Amp; Carrollton, TX
• 08/2003 → 05/2017
  Student In Elementary, Middle, Or High School
  Irving, TX
• 03/2023 → Present
  Charles Schwab And Co., Inc.
  Omaha, NE

Previous Registrations

• 2021-06-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 2021-06-11 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-06-10
• S63 Uniform Securities Agent State Law Examination
  2021-01-19

Other Names

• Katherine Grace Toon
• Katherine Toon
• Katherine Grace Toon
• Katie Grace Toon
• Katherine Grace Toon