Kathryn Ann Shamburger

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

• 08/2013 → Present
  Charles Schwab & Co., Inc
  Lone Tree, CO
• 12/2019 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO
• 04/2021 → Present
  Charles Schwab Premier Bank, Ssb
  Lone Tree, CO
• 04/2021 → Present
  Charles Schwab Trust Company
  Lone Tree, CO
• 01/2024 → Present
  Charles Schwab Trust Company Of Delaware, Ssb
  Lone Tree, CO
• 01/2024 → Present
  Charles Schwab Trust Bank
  Lone Tree, CO

Previous Registrations

• 2007-12-21 → 2013-07-23
  Wp Asset Management Llc
  Greenwood Village, CO
• 2001-02-16 → 2002-12-31
  Charles Schwab & Co., Inc.
  Englewood, CO

Other Businesses

1) Self | Investment Related:No|85 Revett Drive Way|Breckenridge|CO |80424|United States|Rental Services (Other than Real Estate)|owner|11/1/2022|Less than 20|0|I own a rental property and get monthly income off of it.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-22
• S66 Uniform Combined State Law Examination
  2000-09-07
• S63 Uniform Securities Agent State Law Examination
  1997-08-20

Other Names

• Katie Cyester
• Kathryn Ann Walsh
• Kathryn Ann Cyester