Kevin Arthur Krestan

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

• 01/2012 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 11/2016 → 12/2016
  Arizona Christian University
  Phoenix, AZ

Previous Registrations

• 2009-12-01 → 2011-09-06
  Morgan Stanley
  Scottsdale, AZ
• 2005-12-20 → 2009-09-14
  Bmo Harris Financial Advisors, Inc.
  Phoenix, AZ
  Chicago, IL
• 2003-09-15 → 2005-12-31
  Harrisdirect Llc
  Scottsdale, AZ
• 2002-05-21 → 2003-06-25
  Northern Trust Securities, Inc.
  Scottsdale, AZ

Other Businesses

1) Maricopa County Sheriff's Office | Investment Related:No|550 West Jackson|Phoenix|AZ|85003|USA|Other|Reserve Deputy Sheriff|11/20/2019|20-40|0|Reserve Deputy Sheriff

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-21
• S63 Uniform Securities Agent State Law Examination
  1983-07-18

Designations

• Certified Financial Planner