Kenneth Russell Iv

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2016 → 11/2017
  Southlake Tennis Center
  Southlake, TX
• 08/2026 → Present
  Schwab Wealth Advisory Inc
  Westlake, TX

Other Businesses

1) Private Lessons | Investment Related:No|N/A|Burleson|TX|76028|USA|Education|Tennis Coach|1/13/2018|Less than 20|0|Giving private tennis lessons to individuals such as kids or adults. Usually paid in cash.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-02
• S63 Uniform Securities Agent State Law Examination
  2018-07-27

Other Names

• Kenneth Russell