Douglas Mottet (CRD# 2043640) is an Investment Advisor Representative working at Mottet Wealth in Parkville, MO and has over 33 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Doug Mottet Enterprises, Inc. | Kansas City, MO | Apr 1992 - Current | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1992 |
- IA
- KS
- MO
- TX
-
Total Assets Under Management53MILLIONS
-
Total Number of Accounts244ACCOUNTS
-
Average Account Value$215,442
- A percentage of assets under your management
- Hourly charges
- 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
IA, KS, MO, TX
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