Unclaimed
Scott Andrew MacKillop is an Investment Advisor Representative associated with GeoWealth Management LLC. Scott has been in the industry since 2007, and has previously worked for Frontier Asset Management, LLC, First Ascent Asset Management, LLC, and MacKillop Consulting. He holds a Series 65 license and is registered in Colorado and Illinois. Scott provides financial planning and portfolio management for individuals and businesses. GeoWealth Management LLC specializes in providing financial advice to high net worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
05/03/2024 - Present
Geowealth Management LLC (CHICAGO IL)
IA
Issued 11/23/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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