John Schweitzer (CRD# 5495160) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Concord, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Schweitzer | Rohnert Park, CA | Apr 2023 - Current | 1 |
| Transamerica Employee Benefits | Concord, CA | Mar 2023 - Current | 1 |
| Lspn Pro, LLC | Lindon, UT | Mar 2023 - Current | 1 |
| Delicatio Family Wines | Geyserville, CA | Mar 2022 - Current | 2 |
| Hife College Planning Program | Greenwood Village, CO | Sep 2014 - Current | 9 |
| Heartland Institute Of Financial Education | Greenwood Village, CO | Sep 2012 - Current | 11 |
| Transamerica Financial Advisors, Inc. | Concord, CA | Jan 2012 - Current | 12 |
| World Financial Group, Inc. | Concord, CA | Dec 2007 - Current | 16 |
| California Jumpstart Coalition | Sacramento, CA | Apr 2018 - Jan 2021 | 2 |
| F3 Insurance Services, LLC | San Diego, CA | Jan 2014 - Sep 2017 | 3 |
| John Schweiter Chief Lighting | Altadena, CA | May 1997 - Sep 2017 | 20 |
| John Schweitzer Residental Rental Property | Altadena, CA | Oct 2003 - Aug 2017 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
- CA
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
-
Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.