Zachary Klinke
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.Aug 2025 to now
- Charles Schwab Bank, SsbAug 2025 to now
- The Vanguard Group, Inc.Sep 2024 to Aug 2025
- Villanova UniversityAug 2024 to Sep 2024
- Wawa Inc.Sep 2023 to Aug 2024
- Full Time EducationAug 2022 to May 2024
- West Chester University of PennsylvaniaJun 2022 to May 2024
- Drexel UniversityJan 2022 to Jun 2022
- Self-employedNov 2020 to Jan 2021
- Carlino's MarketMay 2019 to Sep 2019
- Full Time EducationSep 2018 to Jun 2022
- Drexel UniversitySep 2018 to Aug 2021
- Mccall Golf ClubApr 2017 to Sep 2018
- Full Time EducationSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7974390
- Firm CRD
- 5393