Scott Baltuska, financial advisor Overland Park KS

Scott Baltuska

CRD Number: 5435105
Current Firm: Advice And Planning Services

Scott Baltuska (CRD# 5435105) is an Investment Advisor Representative working at Advice And Planning Services in Overland Park, KS and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Overland Park, KS Dec 2013 - Current 10
Tiaa-cref Individual & Institutional Services, LLC Overland Park, KS Dec 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2008
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Scott N. Baltuska
Phone Number: 212-490-9000
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
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

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

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