Scott Marek, financial advisor Denver CO
100 score

Scott Marek

CRD Number: 6054867
Current Firm: Mml Investors Services, LLC
Compensation Model: Both

Scott brings 5 years with him to the financial services industry. After beginning his career with Northwestern Mutual, Scott moved to Denver in 2014 to open a firm with Desmond Cato and Marek Financial was founded. Marek Financial specializes in financial management and planning for small business owners, professionals in the engineering, medical, and law industries, as well as multi-generational wealth planning.

 

Scott graduated from the University of Colorado - Colorado Springs with a focus in finance, and holds his Series 7 and 66 as well as being Life and Health certified. Along with his licensing, Scott regularly attends financial planning forums around the country to ensure he is bringing the most innovative and successful plan designs and financial blueprints to his clients. His passion and goal is to ensure his clients receive the most sound financial advice to improve not only their financial future but also their overall quality of life.

 

Outside of the office, Scott has embraced the Colorado lifestyle. He enjoys snowboarding in the mountains during the winter, golfing at the many courses around Denver, playing volleyball (sand is preferred), and is a self-professed ping-pong aficionado. 

 

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory office: 4600 South Ulster Street, Denver, 80237 (303) 584-1147. Marek Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN201703-190575

CONTACT
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Company Name Location Dates Years
Massmutual Life Insurance Company Denver, CO Feb 2015 - Current 1
Mml Investors Services LLC Denver, CO Feb 2015 - Current 1
Northwestern Mutual Investment Services, LLC Colorado Springs, CO Jan 2013 - Jan 2015 2
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2012 - Jan 2015 2
University of Colorado Colorado Springs, CO Sep 2009 - May 2013 3
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Mar 2013
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Scott C. Marek
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

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

Firm Disclaimer:

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory office: 4600 South Ulster Street, Denver, 80237 (303) 584-1147. Marek Financial is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN201703-190575

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100
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This advisor has a clean track record with regulators.

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