Konnor Kyle Burk

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

• 06/2021 → Present
  Charles Schwab & Co., Inc.
  Merrillville, IN
• 01/2019 → 05/2019
  Duncan- Williams Inc
  Memphis, TN
• 09/2017 → 05/2021
  Banded Holdings Inc.
  Memphis, TN
• 08/2017 → 06/2022
  University Of Memphis
  Memphis, TN
• 05/2015 → 03/2017
  Excellent Edges Lawn Care
  Atoka, TN
• 01/2012 → 05/2017
  Tipton-Rosemark Academy
  Millington, TN

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05

Other Names

• Konnor Burk