John
Schannep
Southwest Investment Advisors, Inc
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About this Advisor
John Schannep is a financial advisor working out of Coeur D'alene, Idaho, with a total of 2 years of industry experience. Schannep is on the advisory team at Southwest Investment Advisors, Inc. Throughout their career, Schannep has worked at First Allied/ Orange Capital Management, First Allied Advisory Services, Inc, Lpl Financial LLC, Southwest Investment Advisors, Inc and Southwest Investment Advisors, LLC (Successor Firm). Schannep has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Southwest Investment Advisors, Inc is an advisory business headquartered in Tucson, AZ. The investment advisory business has just four advisors. It controls $235 million in assets across its 1,120 client accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm provides services to four charities and foundations. Of its 1,120 accounts, just 14% are held by high-net-worth clients who have at least $1 million in assets. The firm provides portfolio management for individuals and small businesses. Financial advisory fee schedules typically vary depending on which service is provided. Fees billed by Southwest Investment Advisors, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Southwest Investment Advisors, Inc Brokerage Details
$235,267,774
4
1,120
$210,061
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
John Schannep Work History
John has been registered as a financial advisor for 2 years.*
Southwest Investment Advisors, LLC (Successor Firm)
Lpl Financial LLC
Southwest Investment Advisors, Inc
First Allied Advisory Services, Inc
First Allied/ Orange Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Schannep to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Southwest Investment Advisors, Inc
Coeur D'Alene, ID
Tucson, AZ
Tucson, AZ
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