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John Michael Hanna

Charles Schwab & CO., Inc.

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About John Michael Hanna

John Michael Hanna is a financial advisor based in Anchorage, Alaska. John is a registered representative with Charles Schwab & Co., Inc. and is currently registered with the state of Alaska. John has been a financial advisor since 2015 and has worked with a number of firms including Fidelity Brokerage Services LLC and Merrill Lynch. John holds the Series 63, Series 66 and Series 7 securities licenses. He also has a SIE license. John's areas of specialization include Financial Planning and Portfolio Management.

Firm Information

John Hanna is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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John Hanna’s Registration & Firm History

AK

01/31/2025 - Present

Charles Schwab & CO., Inc. (Anchorage AK)

CO

07/06/2015 - 04/07/2016

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 04/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/13/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Hanna.
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