Matthew Stephen King

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

• 06/2016 → 12/2017
  Hayneedle
  Omaha, NE
• 02/2018 → 02/2018
  Cornerstone Staffing
  Omaha, NE
• 09/2017 → 11/2017
  The Omaha Lounge
  Omaha, NE
• 08/2016 → 09/2016
  Jerze's Sports Bar And Keno
  Papillion, NE
• 06/2016 → 07/2017
  The Kerryman
  Chicago, IL
• 06/2017 → 09/2017
  Geeks Who Drink
  Chicago, IL
• 03/2018 → 12/2022
  Td Ameritrade
  Omaha, NE
• 07/2017 → 07/2017
  Shiftgig
  Chicago, IL
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  Omaha, NE

Previous Registrations

• 2019-08-07 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
• 2019-08-09 → 2021-02-14
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Exams

• S66 Uniform Combined State Law Examination
  2019-08-06
• S63 Uniform Securities Agent State Law Examination
  2018-04-30

Other Names

• Matt King