Kyle Klepsch

VP - Financial Consultant

+1 630-572-2533

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

18 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2016-present
  • Associate Financial Consultant, Charles Schwab, 2016-2016
  • Associate, Ameriprise Financial, 2014-2016
  • Financial Advisor, City Securities Corporation, 2009-2014
  • Financial Advisor, Merrill Lynch, 2006-2009

Education

  • Juris Doctor, Indiana University School of Law-Indianapolis
  • Bachelor of Science, Kinesiology, Indiana University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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