Keaton Benjamin Koch

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

• 07/2018 → 05/2021
  Morgan Stanley
  Phoenix, AZ
• 12/2011 → 06/2018
  Cactus Pricks, Llc
  Tucson, AZ
• 04/2018 → 05/2018
  Ethos Lending
  Scottsdale, AZ
• 07/2017 → 02/2018
  Zenreach
  Phoenix, AZ
• 09/2016 → 07/2017
  University Of Arizona (Arizona Athletics)
  Tucson, AZ
• 05/2015 → 07/2017
  University Of Arizona (Arizona Athletics)
  Tucson, AZ
• 12/2016 → 01/2017
  Nova Home Loans Arizona Bowl
  Tucson, AZ
• 08/2015 → 06/2017
  University Of Arizona
  Tucson, AZ
• 09/2019 → 05/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2021 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2018-12-11 → 2021-06-03
  Morgan Stanley
  Gilbert, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-12-06

Other Names

• Keaton B Koch