Brenna Ann Killoran

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

• 04/2022 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 04/2021 → 03/2022
  The Entrust Group
  Oakland, CA
• 06/2018 → 05/2023
  Banana Republic
  Walnut Creek, CA
• 01/2018 → 12/2018
  Diablo Alliance
  Orinda, CA
• 01/2021 → 04/2021
  Robert Half
  Oakland, CA
• 07/2010 → 01/2020
  N/A
  Walnut Creek, CA
• 11/2023 → 06/2025
  Charles Schwab Bank
  Phoenix, AZ

Other Businesses

1) Rental Property |Investment Related:No|Abilene;Texas;79605;USA|Real Estate (Non-Agent/Broker)|Landlord |2024-05-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|I rent out a property I own

Exams

• S66 Uniform Combined State Law Examination
  2022-10-10

Designations

• Certified Financial Planner

Other Names

• Brenna Killoran