Kelly Michelle Eales

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

• 03/2014 → 05/2020
  Usaa Financial Advisors Inc
  Tampa, FL
• 01/2013 → 11/2017
  Get A Grip Total Fitness
  Lutz, FL
• 05/2014 → 05/2020
  Usaa Financial Planning Services
  Tampa, FL
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Tampa, FL
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Tampa, FL

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2014-09-23 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-15
• S63 Uniform Securities Agent State Law Examination
  2014-05-12

Designations

• Certified Financial Planner

Other Names

• Kelly Michelle Simms
• Kelly M Simms