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Madison Grace Kitner

Charles Schwab & CO., Inc.

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About Madison Grace Kitner

Madison Grace Kitner is an Investment Advisor Representative with Charles Schwab & CO., Inc. registered in Georgia, Texas, and nationally. Madison has been in the financial services industry since 2024 and has been with Charles Schwab & CO., Inc. since November 2024. Madison has a Series 66 license, Series 7TO, and the SIE. Madison is a Registered Representative of Charles Schwab & CO., Inc. and an Investment Advisor Representative of Charles Schwab Investment Advisory, Inc. In addition to her role with Charles Schwab & CO., Inc. Madison also works as a Speech and Debate Coach at Zenith Speech and Debate Academy in Carrollton, TX.

Firm Information

Madison Kitner 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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Madison Kitner’s Registration & Firm History

GA

02/06/2025 - Present

Charles Schwab & CO., Inc. (Sandy Springs GA)

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Licenses & Designations

BOTH

Issued 07/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Madison Grace Kitner.
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