Brandon James Krone

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

• 10/2019 → 09/2021
  Minnesota Life Insurance Co
  St Paul, MN
• 10/2019 → 09/2021
  Securian Financial Services Inc
  St Paul, MN
• 04/2019 → 09/2019
  Securian Financial Services Inc
  St Paul, MN
• 10/2019 → 03/2021
  North Star Resource Group
  Minneapolis, MN
• 10/2019 → 09/2021
  Cri Securities Llc
  Minneapolis, MN
• 01/2019 → 05/2019
  Paulson Construction
  Coon Rapids, MN
• 09/2016 → 12/2017
  Kwikly
  Minneapolis, MN
• 06/2012 → 09/2018
  Cn Construction
  Ramsey, MN
• 03/2016 → 06/2018
  Anoka/Edina/Le Seuer Booster Clubs
  Andover, MN
• 07/2019 → 09/2020
  Quicktutor Llc
  Rochester Hills, MI
• 09/2014 → 05/2019
  University Of Minnesota
  Minneapolis, MN
• 03/2021 → 09/2021
  North Star Resource Group
  Austin, TX
• 10/2021 → 01/2024
  Fidelity Investments
  Salt Lake City, UT
• 02/2024 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 02/2024 → Present
  Charles Schwab Bank, Ssb
  Austin, TX

Previous Registrations

• 2022-02-10 → 2024-02-02
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Pflugerville, TX
  Astoria, NY
  New York, NY
• 2020-02-10 → 2021-10-08
  Securian Financial Services, Inc.
  Minneapolis, MN
  Austin, TX
  Austin, TX
• 2020-02-10 → 2021-10-08
  Cri Securities, Llc
  Minneapolis, MN
  Austin, TX
  Austin, TX

Other Businesses

1) Delusional Optimism, LLC | Investment Related:No|20961 Mandrake DR|Pflugerville|TX|78660|US|Real Estate (Non-Agent/Broker)|Owner|6/28/2022|Less than 20|0|Intended to use as a holding company for other llcs and manage and facilitate for example - when i buy a home i will put it under an llc and that llc will be house under delusional optimism llc , 2) Fight Factory | Investment Related:No|9607 Research Blvd #675|Austin|TX|78759|US|Sports/Physical Recreation|Coach|5/5/2025|Less than 20|0.25|I coach wrestling

Exams

• S66 Uniform Combined State Law Examination
  2020-01-31

Other Names

• Brandon Krone