Best Investors Account Sign in
Inactive

John Robert Schannep

Archer Wealth Advisors

Coeur D'ALene, ID

Claim This Profile
Current Employers
Archer Wealth Advisors

418 E Lakeside Ave Suite 6, Coeur D'ALene, ID 83814 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-22
WA RA APPROVED 2024-10-02
CA RA APPROVED 2024-06-19
ID RA APPROVED 2024-05-06
  • TX RA
    APPROVED
    Since 2025-09-22
  • WA RA
    APPROVED
    Since 2024-10-02
  • CA RA
    APPROVED
    Since 2024-06-19
  • ID RA
    APPROVED
    Since 2024-05-06

Branch Locations

418 E Lakeside Ave Suite 6, Coeur D'ALene, ID 83814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orange Capital Management, Inc. Orange CA 02/2016 09/2018
First Allied Advisory Services, Inc. Chesterfield MO 02/2016 09/2018
Lpl Financial Llc Oceanside CA 09/2018 05/2024
Southwest Investment Advisors, Inc. Oceanside CA 09/2018 05/2024
Southwest Investment Advisors, Llc (Successor Firm) Tucson AZ 03/2021 05/2024
Archer Wealth Advisors, Llc Coeur D'ALene ID 03/2024 Present
Archer Strategic Advisors, Pllc Coeur D'ALene ID 03/2024 Present
  • 02/2016 → 09/2018
    Orange Capital Management, Inc.
    Orange, CA
  • 02/2016 → 09/2018
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 09/2018 → 05/2024
    Lpl Financial Llc
    Oceanside, CA
  • 09/2018 → 05/2024
    Oceanside, CA
  • 03/2021 → 05/2024
    Southwest Investment Advisors, Llc (Successor Firm)
    Tucson, AZ
  • 03/2024 → Present
    Archer Wealth Advisors, Llc
    Coeur D'ALene, ID
  • 03/2024 → Present
    Archer Strategic Advisors, Pllc
    Coeur D'ALene, ID
Previous Registrations
  • 2021-05-10 → 2024-06-10
    Coeur D'ALene, ID
  • 2018-09-19 → 2021-03-08
    Southwest Investment Advisors, Inc.
    Oceanside, CA
  • 2016-02-04 → 2018-09-04
    First Allied Advisory Services, Inc.
    Orange, CA
Other Businesses

(1) 2016-Present: Licensed Insurance Agent/Insurance Related/Post Falls, ID/Insurance Agent- Non-Variable Products/Involves up to 25% time each month, including during traditional business hours.//(2) 2024-Present: Archer Strategic Advisors, PLLC/Not Investment Related/Coeur D'Alene, ID/Accounting Practice/Analyst/Tax strategy/Involves approximately 20 hours per week, including during traditional business hours.// (2) 2025-Present: Archer Management Company, Manager, Not investment related, 418 E Lakeside Ave Suite 6 Coeur d'Alene ID 83814, Strategic consulting Corporation formed in order to provide broad management advisory services to the Archer group of companies as well as to administer benefits and operational support, Involves approximately 10 hours per week, including during traditional business hours, Derive 15 percent of total yearly compensation from the business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-15
  • S66 Uniform Combined State Law Examination
    2013-03-15
Designations
Other Names
  • Robert Schannep

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Coeur D'alene, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor