Kelsey Shannon Bunner
Investment adviser representative at Charles Schwab & Co., Inc.
14 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Kelsey Shannon Bunner? Claim your profile
Contact this firm
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 Bank SsbJul 2023 to now
- Charles Schwab & Co., Inc.Sep 2022 to now
- UnemployedJun 2022 to Sep 2022
- AnthropologieSep 2021 to Oct 2021
- City of SouthlakeMay 2019 to Aug 2020
- NordstromMay 2019 to Aug 2020
- University of Texas At AustinAug 2018 to May 2022
- Full-time EducationSep 2012 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7587178
- Firm CRD
- 5393