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Charles Edward Kallgren

Charles Schwab & CO., Inc.

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About Charles Edward Kallgren

Charles Kallgren is an investment advisor representative registered with Charles Schwab & CO., Inc.. Charles has been in the industry since December 1998 and holds Series 63, 65, 7, 9, 10, and SIE licenses. Charles is also registered with the states of Arizona, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Vermont, Washington and Wyoming. Charles is affiliated with Five Bridges Foundation, serving as both President and Director.

Firm Information

Charles Kallgren is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Charles Kallgren’s Registration & Firm History

CA

01/02/2019 - Present

Charles Schwab & CO., Inc. (Walnut Creek CA)

CA

12/03/1998 - 12/08/2006

CITIGROUP GLOBAL MARKETS INC. (BERKELEY CA)

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Licenses & Designations

BC

Issued 12/03/1998

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/02/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/18/2013

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/04/2013

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Charles Edward Kallgren. Review regulatory record here.
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