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Kade Christensen

Schwab Wealth Advisory, Inc.

Westlake, TX

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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 2026-05-28
  • TX RA
    APPROVED
    Since 2026-05-28

Branch Locations

3000 Schwab Way, Westlake, TX 76262-8104 • 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. Westlake TX 05/2026 Present
Schwab Wealth Advisory, Inc. Westlake TX 05/2026 Present
Texas Tech University Lubbock TX 08/2015 05/2018
Centrepointe Event Center Lubbock TX 11/2018 04/2019
Special Olympics Of Texas Lubbock TX 11/2019 08/2020
Unemployed Lubbock TX 06/2018 10/2018
Unemployed Lubbock TX 05/2019 10/2019
Fidelity Investments Westlake TX 07/2021 09/2022
Unemployed Fort Worth TX 09/2020 06/2021
The Vanguard Group, Inc. Plano TX 01/2023 05/2026
Unemployed Fort Worth TX 09/2022 01/2023
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-18
S63 Uniform Securities Agent State Law Examination 2022-12-16
  • 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

View on SEC IAPD

Other Firms

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FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
CHARLES SCHWAB & CO., INC.
SCHWAB WEALTH ADVISORY, INC.

Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX

More in Westlake, TX

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