John SchlessCRD Number: 4587007
Current Firm: Advice And Planning Services
John Schless (CRD# 4587007) is an Investment Advisor Representative working at Advice And Planning Services in Saint Louis, MO and has over 15 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Tiaa-cref Individual & Institutional Services, LLC||St. Louis, MO||Dec 2017 - Current||< 1|
|Tiaa||St. Louis, MO||Dec 2017 - Current||< 1|
|Scottrade||St. Louis, MO||Apr 2014 - Dec 2017||3|
|Scottrade Investment Management||St. Louis, MO||Apr 2014 - Dec 2017||3|
|Wells Fargo Advisors LLC||St. Louis, MO||May 2010 - Apr 2014||3|
|New England Securities||St Louis, MO||Apr 2009 - May 2010||1|
|Morgan Keegan & Company, Inc.||St. Louis, MO||Nov 2004 - Apr 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management21,673MILLIONS
Total Number of Accounts55,750ACCOUNTS
Average Account Value$388,745
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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