Navneet Karra

Charles Schwab & Co., Inc.

Kansas City, MO

CRD 7989927

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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

Authority	Category	Status	Date
MO	RA	APPROVED	2025-09-11
KS	RA	APPROVED	2025-02-13

MO RA
APPROVED

Since 2025-09-11
KS RA
APPROVED

Since 2025-02-13

Branch Locations

13501 Nall Avenue, Leawood, KS 66224-8902 • United States

700 W. 47Th Street Suite 110, Kansas City, MO 64112-1805 • 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

Organization	City	State	From	To
Charles Schwab & Co, Inc	Kansas City	KS	10/2024	Present
Charles Schwab Bank, Ssb	Kansas City	KS	10/2024	Present
Wells Fargo	Shawnee	KS	02/2024	10/2024
Karra Brothers, Llc	Shawnee	KS	06/2021	01/2024
Verizon	Liberty	MO	06/2016	05/2021

10/2024 → Present

Charles Schwab & Co, Inc

Kansas City, KS
10/2024 → Present

Charles Schwab Bank, Ssb

Kansas City, KS
02/2024 → 10/2024

Wells Fargo

Shawnee, KS
06/2021 → 01/2024

Karra Brothers, Llc

Shawnee, KS
06/2016 → 05/2021

Verizon

Liberty, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-13

S66 Uniform Combined State Law Examination

2025-02-13

Other Names

Nick Karra

View on SEC IAPD

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