Ingrid Louise Kafer

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

• 08/2012 → 01/2023
  The Pacific Financial Group, Inc.
  Bellevue, WA
• 01/2023 → 06/2024
  Td Ameritrade, Inc
  Bellevue, WA
• 06/2023 → Present
  Charles Schwab & Co., Inc
  Bellevue, WA

Previous Registrations

• 2023-03-14 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Bellevue, WA
• 2012-08-31 → 2023-02-08
  The Pacific Financial Group, Inc.
  Nashville, TN
• 2000-08-09 → 2012-03-19
  Wells Fargo Clearing Services, Llc
  Bellevue, WA
  Bellevue, WA

Other Businesses

1) Western Washington Weimaraner Club | Investment Related:No|Other|Secretary of the club|9/1/2012|Less than 20|0|Keep record of membership, email communication about upcoming meetings and events and file annual reports regarding what events were held such as dog shows and field trials

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-04
• S65 Uniform Investment Adviser Law Examination
  1993-01-28

Other Names

• Ingrid Louise Nilsson
• Ingrid Louise Nilsson