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Scott Jonathan Demaagd is an Investment Advisor Representative at Captrust Financial Advisors in HOLLAND, MI. Scott has been with the firm since October of 2020 and has a Series 65 license. Scott is a Certified Financial Planner and has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Scott is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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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MI
10/04/2023 - Present
Captrust Financial Advisors (HOLLAND MI)
IA
Issued 09/11/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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