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Katie E Drenzek

Charles Schwab & Co., Inc.

Oak Creek, WI

CRD 7322394

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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
WI RA APPROVED 2025-05-14
  • WI RA
    APPROVED
    Since 2025-05-14

Branch Locations

7940 S 6Th Street Suite 105, Oak Creek, WI 53154 • 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
Chick Fil A Oak Creek WI 07/2019 08/2020
Charles Schwab Independent Branch Oak Creek WI 11/2020 03/2022
Charles Schwab & Co, Inc Oak Creek WI 02/2023 Present
Full Time Education Whitewater WI 09/2021 05/2022
Full Time Education Milwaukee WI 09/2022 05/2025
Unemployed Milwaukee WI 05/2022 09/2022
Unemployed South Milwaukee WI 08/2020 11/2020
Unemployed South Milwaukee WI 12/2014 07/2019
  • 07/2019 → 08/2020
    Chick Fil A
    Oak Creek, WI
  • 11/2020 → 03/2022
    Charles Schwab Independent Branch
    Oak Creek, WI
  • 02/2023 → Present
    Oak Creek, WI
  • 09/2021 → 05/2022
    Full Time Education
    Whitewater, WI
  • 09/2022 → 05/2025
    Full Time Education
    Milwaukee, WI
  • 05/2022 → 09/2022
    Unemployed
    Milwaukee, WI
  • 08/2020 → 11/2020
    Unemployed
    South Milwaukee, WI
  • 12/2014 → 07/2019
    Unemployed
    South Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-14
  • S66 Uniform Combined State Law Examination
    2025-05-14
Other Names
  • Katelyn Elyse Drenzek
  • Katelyn Elyse Drenzek
  • Katie Elyse Drenzek
  • Katie Drenzek
  • Katelyn Drenzek
  • Katelyn Elyse Drenzek
  • Katelyn Elyse Drenzek

View on SEC IAPD

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