Kyle Burch
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kyle Burch is an investment adviser representative with Charles Schwab & Co., Inc. in Oklahoma City, OK, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oklahoma.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oklahoma
- Broker:
1 state or territory
Oklahoma
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., IncMay 2026 – no end date reportedOklahoma City, OK
- Charles Schwab BankMay 2026 – no end date reportedOklahoma City, OK
- Full time EducationAug 2018 – May 2019Fayetteville, AR
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 – May 2026Oklahoma City, OK
- Oklahoma State UniversityAug 2019 – May 2022Stillwater, OK
- University of ArkansasAug 2018 – May 2019Fayetteville, AR
- Collinsville Public SchoolJan 2012 – May 2018Collinsville, OK
- Green Country Feed & SeedSep 2016 – May 2018Tulsa, OK
- Patriot Golf ClubMay 2018 – Aug 2018Owasso, OK
- Northwestern MutualMay 2021 – Dec 2021Tulsa, OK
- UPSJul 2020 – Jul 2020Tulsa, OK
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Oklahoma City, OK
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle Burch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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