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Kirk Alexander Bjorn

Charles Schwab & Co., Inc.

Lone Tree, CO

CRD 6921942

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-11-07
  • CO RA
    APPROVED
    Since 2025-11-07

Branch Locations

9800 Schwab Way, Lone Tree, CO 80124 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Inc Denver CO 03/2018 05/2019
Unemployed Lakewood OH 04/2017 01/2018
Back Office Connections Kirkland WA 02/2017 04/2017
Colville Consulting Corp Portland OR 07/2011 02/2017
Mercer Global Advisors Inc. Denver CO 05/2019 04/2020
Mercer Global Advisors Inc. Denver CO 04/2020 03/2023
Mercer Global Advisors Inc. Denver CO 03/2023 12/2024
Charles Schwab & Co., Inc Lone Tree CO 10/2025 Present
Unemployed Lakewood OH 01/2025 09/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-30
  • S65 Uniform Investment Adviser Law Examination
    2018-04-30

View on SEC IAPD

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