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