Kira Marie Will

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

• 04/2018 → 06/2024
  Td Ameritrade
  Omaha, NE
• 11/2017 → 04/2018
  Aerotek
  Omaha, NE
• 11/2014 → 07/2017
  Harbor Physical Therapy
  Aberdeen, WA
• 08/2017 → 10/2017
  Homemaker
  Plattsmouth, NE
• 10/2022 → Present
  Charles Schwab & Co.
  Plattsmouth, NE

Previous Registrations

• 2019-11-04 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
• 2019-11-04 → 2021-02-22
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

1) DoorDash | Investment Related:No|Food/Beverage Production|delivery|5/20/2022|Less than 20|0|picking up and delivering food/grocery orders

Exams

• S66 Uniform Combined State Law Examination
  2019-10-31
• S63 Uniform Securities Agent State Law Examination
  2018-06-15

Other Names

• Kira Marie Larson