William Joseph Kohlmann

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

• 07/2013 → 02/2017
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2015 → 03/2017
  Schwab Private Client Investment Advisors
  Phoenix, AZ
• 02/2017 → 07/2019
  Willymallow
  Phoenix, AZ
• 08/2017 → 05/2020
  Usaa Financial Advisors Inc.
  Phoenix, AZ
• 08/2017 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 09/2019 → Present
  Sole Proprietor
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 09/2025 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2017-09-25 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2015-08-17 → 2017-03-10
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Other Businesses

1) Rental Property | Investment Related:No|2519 W Diana Ave|Phoenix|AZ|85021|USA|Real Estate (Non-Agent/Broker)|Owner|9/1/2019|Less than 20|0|very seldom would I need to call the home warranty company or a contractor if something needs to be repaired, 2) Rental Property | Investment Related:No|1335 W Isabella Ave|Mesa|AZ|85202|USA|Real Estate (Non-Agent/Broker)|Owner|7/1/2026|Less than 20|0|I will be almost completely uninvolved with this, just as I am with our current rental property. We already rent out our first house, and my wife handles all tenant communications, maintenance, etc.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-15
• S63 Uniform Securities Agent State Law Examination
  2013-10-18