John Parker Courier

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 11/2018
  Bank Of Montreal (Bmo)
  Chicago, IL
• 10/2017 → 02/2018
  N/A
  Lone Tree, CO
• 11/2018 → 11/2021
  Sparks Financial - Northwestern Mutual
  Denver, CO
• 11/2018 → 11/2021
  Northwestern Mutual Investment Services Llc
  Denver, CO
• 06/1989 → 08/2017
  Russell Investments
  Seattle, WA
• 01/2019 → 11/2021
  Northwestern Mutual Wealth Management Company
  Denver, CO
• 01/2022 → 10/2022
  Assetmark Financial Holdings, Inc.
  Concord, CA
• 01/2022 → 10/2022
  Assetmark Brokerage, Llc
  Concord, CA
• 11/2021 → 12/2021
  N/A
  Parker, CO
• 10/2022 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 10/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Previous Registrations

• 2022-02-15 → 2022-10-25
  Assetmark, Inc.
  Parker, CO
  Concord, CA
• 2018-11-28 → 2021-11-18
  Northwestern Mutual Investment Services, Llc
  Denver, CO
• 2018-02-21 → 2018-11-15
  Bmo Asset Management Corp.
  Chicago, IL
• 2007-08-27 → 2017-08-07
  Russell Investments
  Parker, CO
  Seattle, WA
  Parker, CO

Exams

• S66 Uniform Combined State Law Examination
  2007-08-24
• S63 Uniform Securities Agent State Law Examination
  1999-04-16

Designations

• Chartered Financial Analyst

Other Names

• John Courier