Kunpeng Wang
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Charles Schwab & Co., Inc.Mar 2026 to now
- Charles Schwab Bank, SsbMar 2026 to now
- UnemployedFeb 2026 to Mar 2026
- LPL FinancialMar 2025 to Feb 2026
- Premier America Wealth Management GroupMar 2025 to Feb 2026
- J.P. Morgan Securities LLCNov 2019 to Mar 2025
- JPMorgan Chase Bank, N.A.Nov 2019 to Mar 2025
- Wells Fargo Bank, N.A.Mar 2017 to Nov 2019
- Information Forecast, Inc.Jun 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7201166
- Firm CRD
- 5393