Scott Wiard, financial advisor Ann Arbor MI

Scott Wiard

CRD Number: 1509365
Current Firm: Horizons Planning Corporation
Compensation Model: Both
Scott Wiard (CRD# 1509365) is an Investment Advisor Representative working at Horizons Planning Corporation in Ann Arbor, MI and has over 30 years of experience in the finance industry.
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Company Name Location Dates Years
Horizons Planning Corporation Ann Arbor, MI Jul 1988 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S65 NASAA Investment Advisors Law Examination Jun 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Scott E. Wiard
Phone Number: 734-761-3155
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    268
    ACCOUNTS
  • Average Account Value
    $219,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

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Data verified by both the advisor and the public regulatory data.

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