John Michael Daley

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 08/2011 → 01/2026
  Keller Williams Southland Partners Llc
  Raymore, MO
• 08/2014 → 12/2024
  Homevestors Of America
  Dallas, TX
• 04/2026 → Present
  Charles Schwab & Co., Inc.
  Leawood, KS

Other Businesses

1) Provident Investments LLC | Investment Related:No||Other|Sole owner.|2014-08-12|Less than 20|0|Passive ownership and financial reporting. Properties leased are actively managed by third party management company., 2) Generation Properties Midwest LLC | Investment Related:No||Other|Sole owner|2012-04-12|Less than 20|0|Passive ownership and financial reporting. Properties owned by LLC are actively managed by third party professional manager. I receive rental revenues through the manager and review financials., 3) 1530 Duck Rd LLC | Investment Related:No||Other|Managing Partner|2020-11-09|Less than 20|0|My responsibilities are to create financial reports and convey them to my CPA to report state and federal taxes. I authorize lease activities and make high level decisions regarding the disposition and maintenance of properties owned.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-21