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Kristen Elizabeth Ahrend

Charles Schwab & Co., Inc.

Irvine, CA

CRD 7582060

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-13
  • CA RA
    APPROVED
    Since 2025-06-13

Branch Locations

2825 Main Street, Irvine, CA 92614 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Newport Beach CA 07/2022 Present
P.F. Changs Anaheim CA 11/2018 06/2022
La Creme Frozen Yogurt Meridian ID 06/2018 11/2018
Student Boise ID 05/2018 05/2021
Jamms Frozen Yogurt Moscow ID 09/2017 05/2018
Student Moscow ID 05/2017 05/2018
Barely Grown Day Care Meridian ID 08/2016 08/2017
Student Meridian ID 05/2013 05/2017
Charles Schwab Bank, Ssb Newport Beach CA 07/2022 Present
  • 07/2022 → Present
    Newport Beach, CA
  • 11/2018 → 06/2022
    P.F. Changs
    Anaheim, CA
  • 06/2018 → 11/2018
    La Creme Frozen Yogurt
    Meridian, ID
  • 05/2018 → 05/2021
    Student
    Boise, ID
  • 09/2017 → 05/2018
    Jamms Frozen Yogurt
    Moscow, ID
  • 05/2017 → 05/2018
    Student
    Moscow, ID
  • 08/2016 → 08/2017
    Barely Grown Day Care
    Meridian, ID
  • 05/2013 → 05/2017
    Student
    Meridian, ID
  • 07/2022 → Present
    Charles Schwab Bank, Ssb
    Newport Beach, CA
Other Businesses

1) Pilates|Investment Related: No|Sports/Physical Recreation|Pilates Instructor|12/11/2023|Less than 20 hour/month - 0 during trading hours|Instructing Pilates related exercises., 2) Arbonne|Investment Related: No|Consumer goods sales|Independent Consultant|5/30/2024|Less than 20 hour/month - 0 during trading hours|Essentially, I am an ambassador for this company and I am compensated when someone uses my link to purchase products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-21
S63 Uniform Securities Agent State Law Examination 2025-02-18
  • S66 Uniform Combined State Law Examination
    2025-04-21
  • S63 Uniform Securities Agent State Law Examination
    2025-02-18
Other Names
  • Kristen Ahrend
  • Krissi Ahrend

View on SEC IAPD

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