Scott Traasdahl, financial advisor Gilbert AZ

Scott Traasdahl

CRD Number: 4819197
Current Firm: Smartt Wealth Solutions, LLC

Scott Traasdahl (CRD# 4819197) is an Investment Advisor Representative working at Smartt Wealth Solutions, LLC in Gilbert, AZ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Smartt Wealth Solutions, LLC Gilbert, AZ Jun 2020 - Current 3
Elevate Cpa Advisory Plc Mesa, AZ Nov 2002 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2004
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Scott K. Traasdahl
Phone Number: 480-385-7540
Registered State(s):
  • AZ
  • UT
Current Firm Details
Smartt Wealth Solutions, LLC
Firm's CRD Number: 171535
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, UT

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