Scott Palomaki, financial advisor Haslett MI
93 score

Scott Palomaki

CRD Number: 5631610
Current Firm: Capital Asset Advisory Services, LLC

Scott Palomaki (CRD# 5631610) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Haslett, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wfg Investments, Inc. Munising, MI Mar 2015 - Current 1
Capital Asset Advisory Services, LLC Appleton, WI Jan 2011 - Current 5
Invest Financial Corp Munising, MI Jan 2008 - Mar 2015 7
Invest Financial Corp. Appleton, WI Jan 2009 - Oct 2013 4
Self Employed Appleton, WI Dec 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Scott D. Palomaki
Phone Number: 517-339-7662
Registered State(s):
  • MI
  • WI
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    10,016
    ACCOUNTS
  • Average Account Value
    $111,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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