Steven Tyler Kemp

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

• 03/2015 → 01/2017
  Valvoline Instant Oil Change
  Fort Collins, CO
• 03/2017 → 12/2017
  Blackjack Pizza
  Fort Collins, CO
• 01/2018 → 02/2018
  Enterprise Rent-A-Car
  Lakewood, CO
• 03/2018 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2023 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-01-24
• S63 Uniform Securities Agent State Law Examination
  2018-08-31

Other Names

• Steven Kemp