David M. Kroner
Professional summary
David M Kroner, CFP®, who also goes by David M Kroner, David Michael Kroner, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Indianapolis, Indiana and CHARLES SCHWAB & CO., INC. located in Indianapolis, Indiana.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. David has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David M Kroner's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 21, 2015 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482May 8, 2000 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 8332 Woodfield Crossing Blvd, Indianapolis, IN 46240-2482July 23, 2013 - August 1, 2016
CHARLES SCHWAB & CO., INC.
July 26, 1999 - April 4, 2000
IDS LIFE INSURANCE COMPANY
July 26, 1999 - April 4, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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