Kyle Gerads, AWMA®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 877-894-7788

Financial credentials

  • Accredited Wealth Management Advisor℠
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

9 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Financial Consultant, Charles Schwab, Inc, 2022-2024
  • Financial Consultant, TD Ameritrade, 2019-2022
  • Sr, Portfolio Specialist, TD Ameritrade, 2015-2019

Education

  • BA, Kinesiology, University of Texas at Arlington

Personal interests and affiliations

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