Kirk Everette Schildgen
Advisor at Charles Schwab — Leawood, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Leawood, KS 66224-8902
Charles Schwab
Institution
Kirk Schildgen is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2024. His prior experience includes positions at Arvest Wealth Management and Arvest Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.
Based on Charles Schwab
Based on Charles Schwab
$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated
Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.
Leawood, KS
13501 Nall Avenue
Leawood KS 66224-8902
Advisors at this office
18
Kansas
4 years of industry experience
Charles Schwab & Co., INc
2024 - Present • 2 years
Leawood, KS
Charles Schwab Bank, SSB
2024 - Present • 2 years
Leawood, KS
Arvest Wealth Management
2022 - 2023 • 1 year
Rogers, AR
Arvest Bank
2022 - 2023 • 1 year
Rogers, AR
Arvest Wealth Management
2022 - 2024 • 2 years
Mission, KS
Arvest Bank
2021 - 2022 • 1 year
Little Rock, AR
Arvest Bank
2021 - 2021 • 1 year
Little Rock, AR
University of Central Arkansas
2020 - 2022 • 2 years
Conway, AR
Vacation Tour & Travel
2020 - 2020 • 1 year
Conway, AR
National Park College
2020 - 2020 • 1 year
Hot Springs, AR
Windows USA
2019 - 2020 • 1 year
Royal, AR
Unemployed
2019 - 2019 • 1 year
Royal, AR
University of Arkansas
2017 - 2018 • 1 year
Fayetteville, AR
Lake Hamilton High School
2013 - 2017 • 4 years
Pearcy, AR
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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