John R. Schannep

ARCHER WEALTH ADVISORS

Coeur D'alene, ID 83814

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CRD#: 5915617

Professional summary

John Robert Schannep, AIF®, CFP®, who also goes by Robert Schannep, is a registered financial advisor currently at ARCHER WEALTH ADVISORS located in Coeur D'alene, Idaho.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Schannep

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(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.//

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Schannep's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2023

Experience

Current

May 6, 2024 - Present

ARCHER WEALTH ADVISORS

Office #1: 418 E Lakeside Ave Suite 6, Coeur D'alene, ID 83814

RIA

CRD#: 330575

Coeur D'alene, ID

Past

May 10, 2021 - June 10, 2024

SOUTHWEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 312685

COEUR D'ALENE, ID

Past

September 19, 2018 - March 8, 2021

SOUTHWEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 117052

Oceanside, CA

Past

September 4, 2018 - May 10, 2024

LPL FINANCIAL LLC

CRD#: 6413

POST FALLS, ID

Past

February 4, 2016 - September 4, 2018

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

Orange, CA

Past

October 8, 2012 - September 4, 2018

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

ORANGE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/19/2024)

IAR

Idaho
(5/6/2024)

IAR

Texas
(9/22/2025)

IAR

Washington
(10/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/15/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/2012

General Securities Representative Examination

Current Firm

ARCHER WEALTH ADVISORS

ARCHER WEALTH ADVISORS | LINEMAN FINANCIAL | ARCHER WEALTH ADVISORS, LLC

CRD#: 330575 / SEC#:

California

Registered Investment Advisory firm - (6/18/2024 Approved)

Idaho

Registered Investment Advisory firm - (5/3/2024 Approved)

Texas

Registered Investment Advisory firm - (9/22/2025 Approved)

Washington

Registered Investment Advisory firm - (10/2/2024 Approved)

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Contact information

Main Address

418 E Lakeside Ave Suite 6, Coeur D'alene, ID 83814

Mailing Address

Phone number

(208) 285-3904

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 44,927,090

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John R. Schannep

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Schannep's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCHER WEALTH ADVISORS

SOUTHWEST INVESTMENT ADVISORS, INC.

SOUTHWEST INVESTMENT ADVISORS, INC.

LPL FINANCIAL LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/15/2013

SIE

Date: 10/1/2018

Series 7

Date: 10/5/2012

Current Firm

ARCHER WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ARCHER WEALTH ADVISORS

TRUST BUT VERIFY

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