Kahle Dean Greenfield

CRD 2884430 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Kahle Greenfield; Kahle D Greenfield

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 6Series 66
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 25
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (9)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Lone Tree, CO · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Lone Tree, CO · BC capacity

start not retrieved → present
Transamerica Financial Advisors, Inc
Greenwood Village, CO · BC capacity

May 27, 2016 → Oct 11, 2016
Midamerica Financial Services, Inc.
Joplin, MO · BC capacity

Jun 12, 2012 → Jun 11, 2014
Montage Securities, LLC
Leawood, KS · BC capacity

Jul 19, 2011 → May 15, 2012
Riversource Investments
Boston, MA · IA capacity

Jan 7, 2009 → May 18, 2010
Columbia Management Investment Distributors, Inc.
Minneapolis, MN · BC capacity

Jan 2, 2009 → May 18, 2010
Riversource Distributors, Inc.
Minneapolis, MN · BC capacity

Aug 14, 2008 → Jan 2, 2009
Oppenheimerfunds Distributor, Inc.
Centennial, CO · BC capacity

Sep 9, 1997 → Aug 20, 2008

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2884430 ↗ FINRA BrokerCheck record for CRD 2884430 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.