Dewayne Scott (CRD# 7024328) is an Investment Advisor Representative working at Cuso Financial Services in Louisville, CO and has over 5 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jul 2020 - Current | 3 |
| Elevations Credit Union | Louisville, CO | Jul 2020 - Current | 3 |
| Edward Jones | St Louis, MO | Oct 2018 - Jun 2020 | 1 |
| Gnc | Steamboat Springs, CO | Aug 2018 - Oct 2018 | < 1 |
| Steamboat Springs School District | Steamboat Springs, CO | Aug 2018 - Oct 2018 | < 1 |
| Resort Group | Steamboat Springs, CO | Jan 2018 - Jul 2018 | < 1 |
| Wayne State College | Wayne, NE | Jul 2013 - Dec 2017 | 4 |
| Great Dane | Wayne, NE | May 2016 - Jul 2017 | 1 |
| Quality Foods | Wayne, NE | Mar 2017 - May 2017 | < 1 |
| Subway | Wayne, NE | May 2016 - Dec 2016 | < 1 |
| Wayne East | Wayne, NE | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CO
- TX
-
Total Assets Under Management4,665MILLIONS
-
Total Number of Accounts26,968ACCOUNTS
-
Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.