John Schannep (CRD# 5915617) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Coeur D'alene, ID and has over 11 years of experience in the finance industry. John Schannep 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# 1341565
D.a. Davidson & Company
CRD# 4410751
Centaurus Financial, Inc.
CRD# 6408097
Interfund Management Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Archer Wealth Advisors, LLC | Coeur D'alene, ID | Mar 2024 - Current | < 1 |
| Archer Strategic Advisors, Pllc | Coeur D'alene, ID | Mar 2024 - Current | < 1 |
| Southwest Investment Advisors, Llc (successor Firm) | Tucson, AZ | Mar 2021 - Current | 3 |
| Lpl Financial LLC | Oceanside, CA | Sep 2018 - Current | 5 |
| Southwest Investment Advisors, Inc. | Oceanside, CA | Sep 2018 - Current | 5 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Feb 2016 - Sep 2018 | 2 |
| Orange Capital Management, Inc. | Orange, CA | Feb 2016 - Sep 2018 | 2 |
| Orange Capital Management, Inc. | Orange, CA | Feb 2012 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2013 |
- CA
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Total Assets Under Management268MILLIONS
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Total Number of Accounts1,182ACCOUNTS
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Average Account Value$226,426
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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