James Sayas (CRD# 5637553) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in New Berlin, WI and has over 15 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Global View Capital Managment, LLC | Waukesha, WI | Jan 2015 - Current | 9 |
Global View Capital Insurance Services, LLC | Waukesha, WI | Dec 2014 - Current | 9 |
Craneware Group F/k/a Sentry Data Systems, Inc. | Deerfield Beach, FL | Nov 2014 - Current | 9 |
Global View Capital Advisors, LLC | Waukesha, WI | Oct 2014 - Current | 9 |
Royalty Financial Planning And Insurance | Milwaukee, WI | Feb 2011 - Jan 2017 | 5 |
Princor Financial Services Corporation | Lombard, IL | Jan 2009 - Dec 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2009 |
S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- WI
-
Total Assets Under Management2,554MILLIONS
-
Total Number of Accounts11,146ACCOUNTS
-
Average Account Value$229,155
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.