Kyle Burch
Investment adviser representative at Charles Schwab & Co., Inc.
14 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
14 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Charles Schwab BankMay 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to May 2026
- Northwestern MutualMay 2021 to Dec 2021
- UpsJul 2020 to Jul 2020
- Oklahoma State UniversityAug 2019 to May 2022
- Full Time EducationAug 2018 to May 2019
- University of ArkansasAug 2018 to May 2019
- Patriot Golf ClubMay 2018 to Aug 2018
- Green Country Feed & SeedSep 2016 to May 2018
- Collinsville Public SchoolJan 2012 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 7357643
- Firm CRD
- 5393