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Reyn Seisho Wicklund

SCF Investment Advisors, Inc.

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About Reyn Seisho Wicklund

Reyn Seisho Wicklund is an investment advisor representative with Scf Investment Advisors, Inc.. Reyn has been working in the financial industry since 2013 and is registered in Hawaii. Reyn has passed the Series 63, Series 65, Series 7 and SIE exams. Reyn is also a certified public accountant and has been working in the accounting and tax preparation industry since 2013. Reyn is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Reyn Wicklund is currently registered with SCF Investment Advisors, Inc.. SCF Investment Advisors, Inc. is an investment advisor headquartered in SAN DIEGO, CA, United States. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension and profit-sharing plans. They also offer selection of other advisors and have approximately 2,554,158,376 in regulatory assets under management.
SCF Investment Advisors, Inc.

10150 MEANLEY DRIVE

SAN DIEGO, CA 92131

$2.55B

Assets Under Management

3,491

Total Clients

109

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Reyn Wicklund’s Registration & Firm History

CA

07/12/2016 - Present

SCF Investment Advisors, Inc. (SAN DIEGO CA)

HI

07/15/2014 - 07/13/2016

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HONOLULU HI)

UT

04/15/2013 - 12/11/2013

FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)

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Licenses & Designations

IA

Issued 07/09/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reyn Seisho Wicklund.
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