Charles Schwab Independent Branch-Davenport

Charles Schwab Independent Branch-Davenport Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial future. No Bank Guarantee.

As the Schwab Independent Branch Network Leader, I oversee the field leadership team that collaborates with our independent branch leaders and staff to help them develop growth strategies, improve practice management processes, and deliver an exceptional client experience in their local communities. We’re committed to providing uncompromised guidance that is clear, relevant and actionable, and we’

ll work hard to find solutions and strategies that are right for you. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

To learn more about Schwab’s products and services, visit www.schwab.com. If you’re a financial professional interested in learning more about the Schwab franchise opportunity, visit www.schwabfrancise.com. Brokerage Products: Not FDIC Insured. May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For additional information and disclosure please visit: http://www.aboutschwab.com/social-media-at-schwab.

Proud to Sponsor Heartland Havoc 2013 10U.  #6 Stella Johannes 4th from left is myOutfielder/Catcher! Good Luck Havoc 13...
04/30/2024

Proud to Sponsor Heartland Havoc 2013 10U. #6 Stella Johannes 4th from left is my
Outfielder/Catcher! Good Luck Havoc 13!

Your long-term-held real estate may be your most highly appreciated asset. Donating it to charity could help you achieve...
03/20/2024

Your long-term-held real estate may be your most highly appreciated asset. Donating it to charity could help you achieve your charitable goals—and potentially a sizable tax deduction.

A tax-smart approach to maximize your philanthropic impact.

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank  #1 in the J.D. Power...
06/15/2023

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank #1 in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study and to rank highest in products and services and value for fees.

Charles Schwab has earned the highest ranking in overall customer satisfaction in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, SM . With an index score of 752 on a 1,000-point scale, Schwab scored 25 points above the industry average in overall satisfaction. According to the st...

Happy Memorial Day!
05/29/2023

Happy Memorial Day!

Our Davenport Independent Branch will be closed on Monday, February 20th in observance of Presidents’ Day. We look forwa...
02/19/2023

Our Davenport Independent Branch will be closed on Monday, February 20th in observance of Presidents’ Day. We look forward to welcoming you back in on Tuesday, February 21st.

Happy Thanksgiving from the Johannes Family!
11/24/2022

Happy Thanksgiving from the Johannes Family!

Mark R., head of the Schwab Center for Financial Research, joins Mike to explore how stress, emotions, and behavioral fa...
06/27/2022

Mark R., head of the Schwab Center for Financial Research, joins Mike to explore how stress, emotions, and behavioral factors can lead to making poor financial decisions that don’t fit with our long-term plan. Learn more.

Government Policy Fighting Investing Fears in a Difficult Market June 2, 2022 We can be our own worst enemy when emotional and behavioral factors drive our investing decisions. So how do we get past them and make sound choices? Listen on Apple Podcasts, Google Podcasts, Spotify or copy to your RSS r...

On this episode, Liz Ann Sonders joins the podcast to discuss "Can the Fed Win the Inflation Battle?" https://hearsay.so...
05/13/2022

On this episode, Liz Ann Sonders joins the podcast to discuss "Can the Fed Win the Inflation Battle?" https://hearsay.social/3NdK9tH

Liz Ann Sonders joins the podcast to discuss the Fed's aggressive approach on inflation, the chances for a recession, the market's reaction, and what investors need to keep in mind.

Schwab launches Schwab Personalized Indexing™.
04/21/2022

Schwab launches Schwab Personalized Indexing™.

Charles Schwab today announced Schwab Personalized Indexing™, a new direct indexing solution with powerful tax management and portfolio management capabilities, is now available to both registered investment advisors and retail investors. Schwab believes investors of all asset levels get the most ...

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, ...
02/02/2022

Liz Ann Sonders brings her market insights and economic analysis to Schwab Live Daily. Join us Mondays, 3:30-4:00pm ET, for a discussion about the latest economic data and indicators that could impact the investing landscape. Schwab.com/Live

Estate planning involves more than just figuring out who will inherit property - it also involves deciding how and when ...
03/05/2021

Estate planning involves more than just figuring out who will inherit property - it also involves deciding how and when beneficiaries will receive their inheritances.

You have a few options when deciding how adult beneficiaries will receive the assets and money you leave to them. Some offer more protection than others.

Address

5345-Elmore Av Suite 300
Davenport, IA
52807

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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