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Kyle Alexander Letzter

Schwab Wealth Advisory, Inc.

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About Kyle Alexander Letzter

Kyle Letzter is a financial advisor with Schwab Wealth Advisory, Inc. Kyle is a Certified Financial Planner® professional with over 7 years of experience in the financial services industry. Kyle holds the Series 7TO and Series 66 securities licenses, as well as the SIE exam. Kyle is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advisory services in 53 states and Washington, D.C. Kyle specializes in providing investment advisory services to individuals and families, corporations and businesses. Kyle has experience in a variety of investment strategies, including portfolio management, financial planning, and retirement planning. Kyle is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Kyle Letzter is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Kyle Letzter’s Registration & Firm History

AZ

10/23/2024 - Present

Schwab Wealth Advisory, Inc. (Phoenix AZ)

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Licenses & Designations

BOTH

Issued 09/16/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kyle Alexander Letzter.
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