Scott Wirtz, financial advisor Reinbeck IA
93 score

Scott Wirtz

CRD Number: 4485981
Current Firm: Lpl Financial LLC

Scott Wirtz (CRD# 4485981) is an Investment Advisor Representative working at Lpl Financial LLC in Reinbeck, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Reinbeck, IA Oct 2013 - Current 3
Lincoln Savings Bank Reinbeck, IA Oct 2013 - Current 3
Transamerica Cedar Falls, IA Apr 2013 - Oct 2013 < 1
Eslick Financial Group, Inc. Waterloo, IA Nov 2006 - Apr 2013 6
M. Holdings Securities, Inc. Portland, OR Dec 2001 - Apr 2013 11
Net Worth Advisors Waterloo, IA Jul 2001 - Nov 2006 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Scott B. Wirtz
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • IA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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