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Kevin Walter Kirwan

Charles Schwab & CO., Inc.

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About Kevin Walter Kirwan

Kevin Walter Kirwan is a financial professional with over 14 years of experience in the financial services industry. Kevin has held positions with several prominent firms including Stifel, Nicolaus & Company, Incorporated, Scottrade, Inc., and Edward Jones. Currently, Kevin is registered with Charles Schwab & Co., Inc. and specializes in financial planning and portfolio management.

Firm Information

Kevin Kirwan 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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Kevin Kirwan’s Registration & Firm History

MO

06/14/2023 - Present

Charles Schwab & CO., Inc. (St Louis MO)

MO

11/16/2019 - 03/09/2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)

MO

08/26/2014 - 01/19/2016

SCOTTRADE, INC. (ST. LOUIS MO)

MO

08/01/2008 - 01/16/2009

EDWARD JONES (ELLISVILLE MO)

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Licenses & Designations

BC

Issued 06/26/2020

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2015

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/26/2014

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 Kevin Walter Kirwan. Review regulatory record here.
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