Kyle Reed Christensen
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 Reed Christensen is an investment adviser representative with Charles Schwab & Co., Inc. in Southlake, TX, where they have been registered since 2024. They have worked in the securities industry since 2006 and have been registered with 5 firms, including Morgan Stanley and M Holdings Securities, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
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.
- M Holdings SecuritiesDec 2015 – Jun 2017Portalnd, OR
- M Holding Securities, Inc.Jul 2017 – Jul 2018Portland, OR
- Charles Schwab & Co., IncJul 2018 – Jan 2024Westlake, TX
- Charles Schwab Bank, SSBJul 2019 – Jan 2024Westlake, TX
- Charles Schwab Premiere BankNov 2020 – Jan 2024Westlake, TX
- Charles Schwab Trust BankNov 2020 – Jan 2024Westlake, TX
- Morgan StanleyJan 2024 – Jun 2024Purchase, NY
- Charles Schwab & Co., IncJul 2024 – no end date reportedSouthlake, TX
- Charles Schwab Bank, SSBJul 2024 – no end date reportedSouthlake, TX
- Charles Schwab Trust BankJul 2024 – no end date reportedSouthlake, TX
- Charles Schwab Premiere BankJul 2024 – no end date reportedSouthlake, TX
Official records & sources
Data as of June 27, 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 Southlake, TX
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 Reed Christensen 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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