Scott Schloegel, financial advisor Higginsville MO
89 score

Scott Schloegel

CRD Number: 5282057
Current Firm: Invest Financial Corporation

Scott Schloegel (CRD# 5282057) is an Investment Advisor Representative working at Invest Financial Corporation in Higginsville, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Invest Financial Corporation Kansas City, MO Aug 2014 - Current 2
Equity Bank Kansas City, MO Jul 2014 - Current 2
Cetera Advisors LLC Denver, CO Nov 2013 - May 2014 < 1
Securian Financial Services Inc. St. Paul, MN Jun 2013 - Oct 2013 < 1
Minnesota Life St. Paul, MN Jun 2013 - Oct 2013 < 1
Renaissance Financial Leawood, KS Jun 2013 - Oct 2013 < 1
Securian Financial Services Inc. St. Paul, MN May 2013 - Jun 2013 < 1
Unemployed Kansas City, MO Feb 2013 - Apr 2013 < 1
Royal Alliance Kansas City, MO Dec 2012 - Mar 2013 < 1
Premier Financial Partners Kansas City, MO Jan 2012 - Jan 2013 1
Unemployed Kansas City, MO Sep 2011 - Dec 2011 < 1
Fcstone, LLC Kansas City, MO Oct 2007 - Aug 2011 3
Unemployed Overland Park, KS Aug 2007 - Sep 2007 < 1
Ronald Castor Lc Overland Park, KS Jan 2007 - Aug 2007 < 1
Turtle Wax Overland Park, KS Dec 2006 - Jan 2007 < 1
Kforce Overland Park, KS Nov 2006 - Dec 2006 < 1
Glynndevins Overland Park, KS Jan 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Scott D. Schloegel
Phone Number: (813) 880-5300
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    4,432
    MILLIONS
  • Total Number of Accounts
    31,513
    ACCOUNTS
  • Average Account Value
    $140,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Educational seminars/workshops
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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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