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Kathryn Marie Zenk

Charles Schwab & CO., Inc.

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About Kathryn Marie Zenk

Kathryn Zenk is a financial advisor in Austin, Texas. Kathryn has been in the financial services industry for over 20 years, and has worked for several firms including U.S. BANCORP INVESTMENTS, INC., ALLISON-WILLIAMS COMPANY, PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Kathryn is currently registered with Charles Schwab & CO., Inc. as an Investment Advisor Representative.

Firm Information

Kathryn Zenk 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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Kathryn Zenk’s Registration & Firm History

TX

09/20/2018 - Present

Charles Schwab & CO., Inc. (Austin TX)

MN

10/31/2000 - 03/30/2001

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

MN

03/19/1998 - 01/12/1999

ALLISON-WILLIAMS COMPANY (ROSEVILLE MN)

NJ

05/28/1991 - 08/27/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/28/1991 - 08/27/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 10/07/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/18/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/24/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kathryn Marie Zenk.
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