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Scott William O'Brien

Worthpointe

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About Scott William O'Brien

Scott William O'Brien is an investment advisor representative for Worthpointe and Constitution Wealth LLC. Scott O'Brien is a Certified Financial Planner who has been in the industry since 2007. Scott O'Brien holds Series 66 and Series 7 licenses. Scott O'Brien has been registered with the state of Texas since 2012. Scott O'Brien specializes in investment advisory services for high-net-worth individuals, corporations, and other businesses. Scott O'Brien offers financial planning, portfolio management for individuals, and selection of other advisors. Scott O'Brien is currently employed by Worthpointe and Constitution Wealth LLC.

Firm Information

Scott O'Brien is currently registered with Worthpointe. Worthpointe is an investment advisor with 10 investment advisor representatives and 5 adviser reps for other investment advisers. The firm manages $757,672,737 in regulatory assets under management for 1,367 accounts. Worthpointe provides financial planning, pension consulting, and selection of other advisers. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, state or municipal government entities, and other investment advisers.

$757.67M

Assets Under Management

Not reported

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-adviser services

Sub-adviser services

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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other

Sub-adviser fees

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Scott O'Brien’s Registration & Firm History

CA

06/11/2012 - Present

Worthpointe (RAMONA CA)

MO

12/19/2007 - 01/09/2009

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (GLADSTONE MO)

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Licenses & Designations

BOTH

Issued 01/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott William O'Brien.
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