Kade Christensen

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 05/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX
• 08/2015 → 05/2018
  Texas Tech University
  Lubbock, TX
• 11/2018 → 04/2019
  Centrepointe Event Center
  Lubbock, TX
• 11/2019 → 08/2020
  Special Olympics Of Texas
  Lubbock, TX
• 06/2018 → 10/2018
  Unemployed
  Lubbock, TX
• 05/2019 → 10/2019
  Unemployed
  Lubbock, TX
• 07/2021 → 09/2022
  Fidelity Investments
  Westlake, TX
• 09/2020 → 06/2021
  Unemployed
  Fort Worth, TX
• 01/2023 → 05/2026
  The Vanguard Group, Inc.
  Plano, TX
• 09/2022 → 01/2023
  Unemployed
  Fort Worth, TX

Previous Registrations

• 2025-07-15 → 2026-05-15
  Vanguard Advisers, Inc.
  Plano, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-18
• S63 Uniform Securities Agent State Law Examination
  2022-12-16

Other Names

• Kade James Christensen
• Kade J Christensen
• Kade Christensen