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Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

Durango, CO

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Scott Shadid is a financial advisor with Robert W. Baird & Co. Inc. Scott has over 9 years of experience in the financial services industry. Prior to joining Baird, Scott was a financial advisor with Morgan Stanley. Scott holds the Series 7, Series 66 and SIE licenses. Scott specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Robert W. Baird & Co. Inc.

location

LOUISVILLE, KY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Scott Ironside is a financial advisor currently registered with Robert W. Baird & Co. Inc. in Louisville, Kentucky. Scott has been in the industry since February 1999 and has worked previously with JJB Hilliard WL Lyons LLC, and J.J.B. Hilliard, W.L. Lyons, Inc. in the Louisville area. Scott is licensed to provide both Broker-Dealer and Investment Advisor services in Kentucky and holds Series 7, 24, 27, 28, 53, 63, 65 and 99TO licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

International Assets Advisory, LLC

location

HUNTINGDON VALLEY, PA

experience

27 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Scott Jonathan Freeze is a financial professional with over 25 years of experience in the industry. Scott has a broad range of experience having worked at several firms including Precision Securities, LLC, GWM Group, Inc., Emerging Growth Equities, Ltd. and Boenning & Scattergood, Inc. Scott is currently affiliated with International Assets Advisory, LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Onedigital Investment Advisors

location

Minnetonka, MN

experience

33 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Michael Siverhus is a financial advisor currently registered with Onedigital Investment Advisors and has been in the financial industry since 1990. Scott has a wide range of experience and offers advisory services including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Scott is also registered with the state of Minnesota as an Investment Advisor Representative.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Scott R. Butterfield is a registered investment advisor representative with LNW Wealth Management, LLC. Scott Butterfield has over 20 years of experience in the financial industry. Scott Butterfield is a Series 3, Series 7, and Series 66 licensed representative. Prior to joining LNW, Scott Butterfield was with Quellos Brokerage Services, LLC and Quellos Fund Services, LLC. Scott Butterfield specializes in financial planning, portfolio management, and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Matrix Private Capital Group | CFP ® (Certifications)

location

PARK CITY, UT

0 Disclosures

ADVISOR BIO

Scott Weissman is a financial advisor with over 20 years of experience in the financial services industry. Scott joined Matrix Private Capital Group in 2019 and has been providing financial advice to individual and institutional clients. Before joining Matrix Private Capital Group, Scott worked for Morgan Stanley and was based in Chicago. He has a deep understanding of the financial markets and has a proven track record of success in providing customized financial solutions to his clients. Scott has extensive experience in managing investments and providing financial planning services.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

TAMPA, FL

0 Disclosures

ADVISOR BIO

Scott Edward Harris is an investment advisor representative with Fisher Investments. Scott has been in the industry since October 2014, and holds a Series 7, Series 66, and SIE. Scott has prior experience working with T. Rowe Price Investment Services, Inc.. Scott is registered in Florida and Texas. Fisher Investments is a registered investment advisor firm based in Plano, Texas. The firm manages over $298.7 billion in assets. Their advisory services include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Scott Wilson is an investment advisor representative for First Trust Advisors LP. Scott has been in the financial industry since 2014. Scott has passed the Series 66, Series 7 and SIE exams and is licensed in Illinois, Kentucky and Ohio. Scott specializes in providing portfolio management services to businesses, individuals, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Saturna Capital Corp.

location

BELLINGHAM, WA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Scott Donald St Clair is an investment advisor representative for Saturna Capital Corp. Scott is a Registered Representative in the State of Washington. Scott has been in the securities industry for over 2 years, and is a Series 7TO, Series 66, and SIE licensed representative. Scott offers a range of advisory services including financial planning, pension consulting, and portfolio management for individuals, investment companies and pooled investment vehicles. Scott primarily works with individuals, high net worth individuals, corporations or other businesses, investment companies and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP | CFA ® (Certifications)

location

WHEATON, IL

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Scott Fries is a financial professional with over 27 years of experience in the industry. Currently, Scott is a Registered Representative with First Trust Advisors LP, a firm that offers investment advisory services. Previously, Scott worked for a number of other firms, including Invesco Distributors, Inc., Van Kampen Funds Inc. and Kemper Distributors, Inc.. Scott holds the Series 6, 7, 63, 79TO and SIE licenses and is a Chartered Financial Analyst. Scott also manages rental properties in Illinois.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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