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Kelly Lee Olson woldt

Charles Schwab & CO., Inc.

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About Kelly Lee Olson woldt

Kelly Lee Olson woldt is a registered representative with Charles Schwab & Co., Inc. Kelly Olson woldt has been in the securities industry since September 11, 2023. Kelly Olson woldt is registered in 51 states and the District of Columbia. Kelly Olson woldt is also licensed to provide financial planning services.

Firm Information

Kelly Olson woldt 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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Kelly Olson woldt’s Registration & Firm History

CO

09/11/2023 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

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Licenses & Designations

BC

Issued 09/20/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Kelly Lee Olson woldt. Review regulatory record here.
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