Kelly Hughes Kaufman
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
14 years in the industry.
- Charles Schwab Bank, SsbAug 2021 to now
- Charles Schwab & Co., Inc.Jun 2017 to now
- Schwab Private Client Investment AdvisoryMar 2021 to Mar 2021
- Schwab Private Client Investment Advisory, Inc.Jun 2017 to Jul 2020
- Avalon Wealth AdvisoryJun 2007 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4818016
- Firm CRD
- 5393