Renee Schelp, financial advisor Kansas City MO

Renee Schelp

CRD Number: 6137489
Current Firm: Charles Schwab & Company, Inc.

Renee Schelp (CRD# 6137489) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Kansas City, MO and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Kansas City, MO Apr 2019 - Current 4
Charles Schwab Bank, Ssb Kansas City, MO Apr 2019 - Current 4
Usaa Investment Management Company San Antonio, TX Jan 2018 - Mar 2019 1
Usaa Financial Planning Services , Inc. Colorado Springs, CO Mar 2013 - Mar 2019 6
Usaa Financial Advisors Inc. Colorado Springs, CO Nov 2012 - Mar 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Renee Schelp
Phone Number: 415-667-7000
Registered State(s):
  • KS
  • MO
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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