Lukas Matthew Mckenzie

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

• 06/2020 → 06/2020
  Ups
  Wyoming, MI
• 08/2020 → 04/2024
  Amazon.cOm, Inc.
  Goodyear, AZ
• 07/2018 → 01/2020
  Adecco Staffing
  Phoenix, AZ
• 01/2020 → 04/2020
  Talentwave, Inc.
  Phoenix, AZ
• 01/2018 → 05/2018
  Gentex
  Zeeland, MI
• 09/2017 → 12/2017
  Forge Industrial Staffing
  Holland, MI
• 07/2017 → 11/2017
  Randstad
  Holland, MI
• 05/2017 → 08/2017
  Michigan Fine Herbs
  Shelbyville, AZ
• 11/2016 → 12/2016
  Wsi Recruitment And Staffing
  Kalamazoo, MI
• 03/2015 → 09/2016
  Mcdonald's
  Plainwell, MI
• 01/2017 → 04/2017
  Unemployed
  Hopkins, MI
• 05/2024 → 06/2024
  Unemployed
  Goodyear, AZ
• 06/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-09-17
• S63 Uniform Securities Agent State Law Examination
  2024-10-23