Edward ScheerCRD Number: 6119970
Current Firm: Waddell & Reed
Edward Scheer (CRD# 6119970) is an Investment Advisor Representative working at Waddell & Reed in Oak Brook, IL and has over 5 years of experience in the finance industry. Edward Scheer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ellis Wealth Advisors, LLC
Waddell & Reed
|College Of Dupage||Glen Ellyn, IL||Oct 2016 - Current||1|
|Glen Ellyn Rotary Club||Glen Ellyn, IL||Aug 2016 - Current||1|
|Glen Ellyn Rotary Club Foundation Inc.||Glen Ellyn, IL||Jul 2013 - Current||4|
|Scheer And Clancy||Glen Ellyn, IL||Mar 2013 - Current||5|
|Waddell & Reed, Inc.||Oak Brook, IL||Feb 2013 - Current||5|
|Various Insurance Carriers For W&r Insurance Agencies||Glen Ellyn, IL||Feb 2013 - Current||5|
|Jackson Hole Real Estate Associates||Jackson, WY||Oct 2010 - Current||7|
|Letip International||Westchester, IL||May 2014 - May 2017||3|
|Victor Gateway, LLC||Victor, ID||Feb 2004 - May 2015||11|
|Vg Services, Inc.||Victor, ID||Feb 2004 - May 2015||11|
|Elephant Back Properties, LLC||Glen Ellyn, IL||Nov 2007 - Feb 2014||6|
|Vantage Business Partners, LLC||Wilson, WY||Jan 2007 - Jul 2013||6|
|Vantage Business Partners||Glen Ellyn, IL||Jan 2006 - Jan 2013||7|
|Windermere Real Estate||Driggs, ID||Sep 2008 - Oct 2010||2|
|Prime Properties Of Jh||Wilson, WY||Oct 2001 - Aug 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- 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
- 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, 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
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