Kurtis Freeman

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

• 01/2009 → 06/2024
  Td Ameritrade, Inc.
  Westlake, TX
• 10/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX

Previous Registrations

• 2011-09-28 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
  Fort Worth, TX
  Westlake, TX
  Fort Worth, TX
  Omaha, NE
  Omaha, NE
  Fort Worth, TX
  Omaha, NE
  Southlake, TX
  Westlake, TX
• 2011-09-28 → 2018-06-29
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
  Southlake, TX

Other Businesses

1) Chasah Church | Investment Related:No|Nonprofit Charitable Organizations|Director|3/16/2025|Less than 20|0|Serves in the capacity of Pastor (or Elder) for a newly formed church in Fort Worth Texas. This is an unpaid, strictly voluntary position, where activities are structured to occur outside of my regular work hours.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-26
• S63 Uniform Securities Agent State Law Examination
  2009-02-13

Other Names

• Kurtis Freeman
• Kurtis Ryan Freeman