Kathleen Grace Odonnell
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Nov 2020 to now
- University of Denver, Westminster Law LibraryJan 2019 to Sep 2019
- The Fund for the Public InterestOct 2018 to Nov 2020
- University of Denver, Fritz Knoebel School of Hospitality ManageOct 2017 to Oct 2018
- Waseda UniversitySep 2016 to Aug 2017
- University of DenverJul 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7314512
- Firm CRD
- 5393