Scott ViesselmannCRD Number: 870264
Current Firm: Cambridge Investment Research Advisors, Inc.
Scott Viesselmann (CRD# 870264) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Scottsdale, AZ and has over 20 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Mar 2005 - Current||12|
|Scott Viesselmann, Inc.||Scottsdale, AZ||Mar 2002 - Current||15|
|Cambridge Investment Research Inc.||Fairfield, IA||Feb 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 1997|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- 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