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Kyle E Peters

Charles Schwab & CO., Inc.

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About Kyle E Peters

Kyle Peters is a financial advisor registered with Charles Schwab & Co., Inc. Kyle has over 10 years of experience in the financial services industry. Kyle is registered to offer securities in 12 states. Kyle is currently registered with Charles Schwab & Co., Inc. but has previously worked with TD AMERITRADE, INC. and American Century Investment Services Inc. Kyle has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Kyle's background demonstrates a commitment to providing comprehensive financial advice to individuals and families.

Firm Information

Kyle Peters 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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Kyle Peters’s Registration & Firm History

KS

01/26/2022 - Present

Charles Schwab & CO., Inc. (Leawood KS)

KS

01/23/2020 - 07/29/2024

TD AMERITRADE, INC. (Leawood KS)

MO

01/09/2015 - 12/31/2019

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

03/03/2014 - 07/01/2014

MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)

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Licenses & Designations

BOTH

Issued 06/07/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kyle E Peters.
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