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Credentials
Series 63, Series 66
Experience Industry experience
28 years
Location
Faulkton, SD
Schwab Wealth Advisory
Enterprise
John Huss is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked with Charles Schwab since 1998 and has been with Schwab Wealth Advisory since 2012. Outside of his advisory role, he is a co-owner of Lyric Entertainment LLC, which operates a weekend movie and show venue in Faulkton, South Dakota. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm utilizes Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.
Based on Schwab Wealth Advisory
Starts at 0.80% annually of assets enrolled in the SWA Program, with fee adjusting downward depending on asset size
Account minimum: $500,000 Fee-only: SWAI does not bill clients directly; SWAI is compensated via fees paid from CS&Co., which charges clients an asset-based fee (starting at 0.80% annually) for the Schwab Wealth Advisory (SWA) Program advisory services.
Faulkton, SD
Faulkton SD
Advisors at this office
1
Florida · South Dakota · Texas
28 years of industry experience
Schwab Wealth Advisory
2012 - Present • 14 years
Faulkton, SD
Charles Schwab
1998 - Present • 28 years
Faulkton, SD
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Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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