Keaton Benjamin Koch
Investment adviser representative at Charles Schwab & Co., Inc.
15 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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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
15 years in the industry.
- Charles Schwab & Co., Inc.Aug 2021 to now
- Morgan Stanley Private Bank, N.A.Sep 2019 to May 2021
- Morgan StanleyJul 2018 to May 2021
- Ethos LendingApr 2018 to May 2018
- ZenreachJul 2017 to Feb 2018
- Nova Home Loans Arizona BowlDec 2016 to Jan 2017
- University of ArizonaAug 2015 to Jun 2017
- University of Arizona (arizona Athletics)May 2015 to Jul 2017
- Cactus Pricks, LLCDec 2011 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
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
- 6945681
- Firm CRD
- 5393