Kevin Krestan (CRD# 1052040) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 40 years of experience in the finance industry. Kevin Krestan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jan 2012 - Current | 12 |
| Arizona Christian University | Phoenix, AZ | Nov 2016 - Dec 2016 | < 1 |
| Arizona Christian University | Phoenix, AZ | Nov 2015 - Jan 2016 | < 1 |
| Arizona Christian University | Phoenix, AZ | Sep 2015 - Oct 2015 | < 1 |
| Arizona Christian University | Phoenix, AZ | Jan 2015 - Mar 2015 | < 1 |
| Arizona Christian University | Phoenix, AZ | Oct 2014 - Dec 2014 | < 1 |
| Arizona Christian University | Phoenix, AZ | Mar 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- AZ
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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