Kathryn Marie Zenk

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

• 01/2015 → 05/2016
  Charles Schwab & Co., Inc
  Austin, TX
• 05/2016 → 03/2017
  Schwab Wealth Investment Advisory
  Austin, TX
• 11/2017 → 05/2018
  Dimensional Fund Advisors
  Austin, TX
• 04/2017 → 10/2017
  Unemployed
  Austin, TX
• 07/2018 → Present
  Charles Schwab & Co., Inc.
  Austin, TX
• 06/2018 → 06/2018
  Unemployed
  Austin, TX
• 08/2020 → 10/2023
  Charles Schwab Investment Management, Inc.
  Austin, TX

Previous Registrations

• 2018-02-07 → 2018-06-07
  Dimensional Fund Advisors Lp
  Austin, TX
• 2016-10-07 → 2017-05-02
  Schwab Wealth Investment Advisory, Inc.
  Austin, TX
  San Francisco, CA
  Austin, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-07
• S63 Uniform Securities Agent State Law Examination
  1998-04-01

Other Names

• Kathy Marie Thomas
• Kathryn Marie Thomas
• Kathryn Heezen
• Kathy Heezen