Kyle Alexander Letzter
Investment adviser representative at Schwab Wealth Advisory, Inc.
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Kyle Alexander Letzter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2022 to now
- Charles Schwab & Co., Inc.Jun 2022 to now
- Happy High LLCJul 2021 to Jan 2022
- Bury the HatchetJun 2018 to Sep 2021
- Urban Air Adventure ParkAug 2017 to Oct 2018
- Full Time EducationJun 2012 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7535706
- Firm CRD
- 159035