Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Powell, a Chartered Financial Analyst, has over 20 years of experience in the financial services industry. Scott is currently registered as an Investment Advisor Representative with Advisory Services Network, a firm that specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Scott is also a Registered Representative and holds the Series 7, 9, 24, 53, and 63 licenses. Scott's previous employers include Charles Schwab & Co., Inc., CUNA Brokerage Services, Inc., and Virchow Krause Capital, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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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WI
08/25/2020 - Present
Advisory Services Network (Fort Atkinson WI)
AZ
08/16/2016 - 10/04/2016
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
WI
01/16/2007 - 02/10/2016
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
MN
08/02/2004 - 09/29/2006
VIRCHOW KRAUSE CAPITAL, LLC (BLOOMINGTON MN)
IL
12/04/2000 - 01/31/2001
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
WI
06/22/1999 - 11/13/2000
HEARTLAND ADVISORS, INC. (MILWAUKEE WI)
IA
04/10/1997 - 05/19/1999
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MD
08/13/1996 - 02/25/1997
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
10/30/1993 - 07/03/1996
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
09/23/1992 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/31/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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