Matthew Kuehler, financial advisor Westlake TX

Matthew Kuehler

CRD Number: 7290487
Current Firm: Charles Schwab & Company, Inc.

Matthew Kuehler (CRD# 7290487) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 3 years of experience in the finance industry.

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Charles Schwab & Company, Inc.
Company Name Location Dates Years
Charles Schwab And Company, Inc. Omaha, NE Jun 2023 - Current < 1
Td Ameritrade Fort Worth, TX Sep 2020 - Current 3
Getaway, LLC Navasota, TX Jul 2020 - Aug 2020 < 1
Handy New York, NY Apr 2020 - Aug 2020 < 1
Rodeo Houston Houston, TX Jan 2020 - Mar 2020 < 1
Texas A&m University College Station, TX Oct 2019 - Jan 2020 < 1
Maroon U - Cc. Creations College Station, TX Jun 2017 - Sep 2019 2
Texas A&m University College Station, TX Jan 2017 - Jun 2017 < 1
Texas A&m College Of Veterinary Medicine College Station, TX Aug 2016 - Jan 2017 < 1
G&h Irrigation Ingleside, TX Apr 2016 - Jul 2016 < 1
Ingleside High School Ingleside, TX Aug 2015 - Apr 2016 < 1
Rockport Isd Rockport, TX Apr 2014 - Aug 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2020
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Matthew A. Kuehler
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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