Kyle Reed Christensen

CRD 5068813 · Charles Schwab & Co., Inc. · Lone Tree, CO

IA RegisteredBroker

Also appears in the source record as: Kyle R Christensen; Kyle Christensen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 52TOSIESeries 7Series 53Series 24Series 66
Registered states (1): Texas
Years in the industry (source record): 20
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 (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Southlake, TX · IA capacity

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

start not retrieved → present
Morgan Stanley
Argyle, TX · IA capacity

Feb 20, 2024 → Jul 2, 2024
Morgan Stanley
Purchase, NY · BC capacity

Feb 20, 2024 → Jul 2, 2024
M Holdings Securities, Inc.
Westchester, IL · IA capacity

Jul 19, 2017 → Jul 10, 2018
M Holdings Securities, Inc.
Portland, OR · BC capacity

Jul 19, 2017 → Jul 10, 2018
Cetera Advisor Networks LLC
Boise, ID · IA capacity

Jun 6, 2011 → Jan 4, 2016
Cetera Investment Services LLC
St. Cloud, MN · BC capacity

Oct 3, 2007 → Jan 4, 2016
Cetera Advisors LLC
Greenwood Village, CO · BC capacity

Oct 3, 2007 → Jan 4, 2016
Cetera Advisor Networks LLC
El Segundo, CA · BC capacity

Oct 3, 2007 → Jan 4, 2016
Ing Financial Partners, Inc.
El Segundo, CA · BC capacity

Oct 3, 2007 → Feb 1, 2010
Brookstreet Capital Management
Irvine, CA · IA capacity

May 11, 2006 → Jun 28, 2007
Brookstreet Securities Corporation
Irvine, CA · BC capacity

Dec 20, 2005 → Jun 28, 2007

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5068813 ↗ FINRA BrokerCheck record for CRD 5068813 ↗ 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.