Kevin Edward Schenk

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

• 05/2019 → 01/2022
  Bank Of America
  Scottsdale, AZ
• 04/2018 → 05/2019
  Jp Morgan Chase Bank
  Scottsdale, AZ
• 09/2016 → 04/2018
  Odysea Aquarium
  Scottsdale, AZ
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 01/2014 → 10/2016
  Chick-Fil-A
  Phoenix, AZ
• 07/2024 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Other Businesses

1) Growing Emerging Talent Phoenix | Investment Related:No|Nonprofit Charitable Organizations|Membership Committee Member |1/1/2025|Less than 20|0|I assist with event check-in, membership management, and member development. I am not compensated for this role and do not handle any finances for the organization.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-31
• S63 Uniform Securities Agent State Law Examination
  2023-05-18

Other Names

• Kevin Schenk