Scott Ciullo, financial advisor Marquette MI

Scott Ciullo

MI Retirement Guys, LLC

CRD Number: 1505596
Current Firm: Kerberrose Wealth Management, LLC
Compensation Model: Fee Only

Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.

CONTACT
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Company Name Location Dates Years
Kerberrose Wealth Management Marquette, MI Dec 2020 - Current 3
Apw Capital, Inc. Marquette, MI Dec 2020 - Current 3
Lpl Financial, Llc Dba Scott Ciullo, Inc. Marquette, MI Jul 2011 - Dec 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1986
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Scott S. Ciullo
By the Numbers
  • Total Assets Under Management
    752
    MILLIONS
  • Total Number of Accounts
    2,351
    ACCOUNTS
  • Average Account Value
    $320,010
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MI, MN, TX, WI

Firm Disclaimer:

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

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Data verified by both the advisor and the public regulatory data.

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