Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Waechter is a financial advisor with United Advisors America in Mukwonago, Wisconsin. Scott has been in the financial industry since September 2013 and has experience with both Bankers Life Securities, Inc. and FSB PREMIER WEALTH MANAGEMENT, INC. Scott has a Series 7, Series 66, and SIE licenses. Scott specializes in providing financial planning, pension consulting and portfolio management services for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
WI
06/07/2024 - Present
United Advisors America (Mukwonago WI)
IA
04/16/2020 - 05/31/2024
FSB PREMIER WEALTH MANAGEMENT, INC. (WATERLOO IA)
IA
10/20/2016 - 03/26/2020
BANKERS LIFE SECURITIES, INC. (WATERLOO IA)
BOTH
Issued 11/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Scott Waechter is the right advisor for you? Invested Better is here to help.
