Garrett Kost, AAMS®, CWS®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 855-640-2416

Financial credentials

  • Accredited Asset Management Specialist℠
  • Certified Wealth Strategist®
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Wealth Management Advisor, TIAA, 2018-2021
  • Relationship Manager, Wells Fargo Clearing Services, 2015-2018
  • Lead Financial Consultant, US Shale Energy LLC, 2012-2015
  • Wealth Management Advisor, USAA Wealth Management, 2005-2014

Education

  • BBA, Accounting, The University of Texas at San Antonio
  • BBA, Finance, The University of Texas at San Antonio

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