Best Investors Account Sign in

Kristen Nicole Koesters

Charles Schwab & Co., Inc.

Westlake, TX

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-05-27
  • TX RA
    APPROVED
    Since 2021-05-27

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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 07/2019 Present
American Heart Association Dallas TX 06/2018 08/2018
Texas Roadhouse Austin TX 04/2018 05/2018
Lifetime Fitness Colleyville TX 07/2017 08/2017
The University Of Texas At Austin Austin TX 08/2016 05/2019
Charles Schwab Bank, Ssb Westlake TX 04/2024 Present
  • 07/2019 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 06/2018 → 08/2018
    American Heart Association
    Dallas, TX
  • 04/2018 → 05/2018
    Texas Roadhouse
    Austin, TX
  • 07/2017 → 08/2017
    Lifetime Fitness
    Colleyville, TX
  • 08/2016 → 05/2019
    The University Of Texas At Austin
    Austin, TX
  • 04/2024 → Present
    Charles Schwab Bank, Ssb
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-27
S63 Uniform Securities Agent State Law Examination 2020-05-13
  • S66 Uniform Combined State Law Examination
    2021-05-27
  • S63 Uniform Securities Agent State Law Examination
    2020-05-13
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ADVISOR RESOURCE COUNCIL
SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB INVESTMENT MANAGEMENT, 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

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor