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John Thomas Huss

Advisor at Schwab Wealth Advisory — Faulkton, SD

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Faulkton, SD

Schwab Wealth Advisory

Enterprise

Total advisors

1,788

Across 169 offices

Clients per advisor

94 High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

John Huss is a financial advisor with Schwab Wealth Advisory who holds the Series 63 and Series 66 designations and has 28 years of industry experience. He has been with Charles Schwab since 1998 and with Schwab Wealth Advisory since 2012. Outside of his advisory role, he co-owns Lyric Entertainment LLC, which operates a small-town weekend movie and show venue in Faulkton, South Dakota. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s investment approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, with tailored, at-least-annual reviews and recommendations aligned to clients’ goals and risk tolerance.

Client services

Based on Schwab Wealth Advisory

Financial planning Portfolio management

Expertise

Based on Schwab Wealth Advisory

Retirement income strategy Equity compensation tax strategy Tax-loss harvesting

Occupation focus

Based on Schwab Wealth Advisory

Retired

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Fee options

Percentage

0.80% starting rate (asset-based SWA Fee charged by CS&Co.; rate adjusts downward depending on asset levels)

Other

Account minimum: $500,000 (may be reduced or waived)

Location

See office

Faulkton, SD

Faulkton SD

Advisors at this office

1

Most active in

Florida · South Dakota · Texas

Work history

28 years of industry experience

Schwab Wealth Advisory

2012 - Present • 14 years

Faulkton, SD

Charles Schwab

1998 - Present • 28 years

Faulkton, SD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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