Mark Aaron Kangas

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

• 01/1999 → 09/2018
  Scottrade, Inc.
  St Paul, MN
• 02/2018 → 12/2022
  Td Ameritrade, Inc.
  Plymouth, MN
• 02/2018 → 12/2022
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Wayzata, MN
• 12/2022 → Present
  Charles Schwab Bank, Ssb
  Wayzata, MN

Previous Registrations

• 2018-02-26 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Plymouth, MN
  Wayzata, MN
• 2018-02-27 → 2022-10-14
  Td Ameritrade, Inc.
  Wayzata, MN
  Omaha, NE
• 2017-02-03 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-02-03
• S63 Uniform Securities Agent State Law Examination
  1999-10-19