Wade Kinney
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab & Co., Inc.Sep 2024 to now
- Charles Schwab Bank, SsbSep 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Sep 2024
- StericycleApr 2019 to Jul 2021
- Full Time EducationAug 2018 to Mar 2019
- College Works PaintingMar 2016 to Aug 2018
- PsebSep 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7418395
- Firm CRD
- 5393