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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Kansas City, MO

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Kansas City, A to Z.

The short answer

6 registered advisors work at Charles Schwab & Co., Inc. in Kansas City, out of 5,933 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Kansas City, A to Z

Every Charles Schwab & Co., Inc. advisor →

Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Charles Schwab & Co., Inc. advisors in other cities

Westlake, TX 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40

Other firms in Kansas City

All Kansas City advisors →

Modern Wealth Management, LLC 59Morgan Stanley 47Merrill Lynch, Pierce, Fenner & Smith Incorporated 42American Century Investments Private Client Group, Inc. 33Edward Jones 32LPL Financial LLC 29UBS Financial Services Inc. 24Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Cetera Investment Advisers LLC 10

Questions

How many financial advisors does Charles Schwab & Co., Inc. have in Kansas City?

6 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Charles Schwab & Co., Inc. one of the largest advisor employers in Kansas City?

Charles Schwab & Co., Inc. ranks number 21 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 59.

How do I check a Charles Schwab & Co., Inc. advisor in Kansas City?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.