Scott Hefle, financial advisor Brookfield WI

Scott Hefle

CRD Number: 3142286
Current Firm: Triad Hybrid Solutions, LLC

Scott Hefle (CRD# 3142286) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Brookfield, WI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Dec 2012 - Current 8
Eagle One Investments, LLC Brookfield, WI Sep 2009 - Dec 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination May 2019
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 L. Hefle
Phone Number: 866-580-8219
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,807
    MILLIONS
  • Total Number of Accounts
    14,561
    ACCOUNTS
  • Average Account Value
    $261,470
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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