Daniel Scott (CRD# 1324019) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Springfield, MO and has over 32 years of experience in the finance industry.
CRD# 5494772
Ledgestone Capital Management, LLC
Score
100
CRD# 4543890
Cetera Investment Advisers LLC
Score
98
CRD# 2373431
Edward Jones
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cascade Financial Management | Denver, CO | Dec 2005 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- CO
- MT
- MO
- IL
-
Total Assets Under Management226MILLIONS
-
Total Number of Accounts815ACCOUNTS
-
Average Account Value$277,301
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, ID, IL, KY, LA, MO, MT, NC, NY, OH, OR, TX, WA
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