Scott Wesley (CRD# 6371642) is an Investment Advisor Representative working at Rehmann Wealth in Tawas City, MI and has over 4 years of experience in the finance industry. Scott Wesley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2334603
Edward Jones
CRD# 6614882
Edward Jones
CRD# 4581383
Prudential Financial Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Rehmann Financial Network, LLC | Tawas City, MI | Oct 2021 - Current | 2 |
Rehmann Capital Advisory Group | Tawas City, MI | Oct 2021 - Current | 2 |
Gracik & Gracik P.c. | Tawas City, MI | Oct 2021 - Current | 2 |
Sgc Financial Group | Tawas City, MI | Oct 2021 - Current | 2 |
Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2019 - Oct 2021 | 1 |
Cetera Investment Advisers LLC | Schaumburg, IL | Dec 2019 - Oct 2021 | 1 |
Stephenson & Company, Pc | East Tawas, MI | Jun 2017 - Oct 2021 | 4 |
Cetera Financial Specialists LLC | Schamburg, IL | Jun 2019 - Dec 2019 | < 1 |
Red Hawk Golf Club | East Tawas, MI | May 2018 - Oct 2018 | < 1 |
Hantz Tax & Business | Southfield, MI | Jul 2014 - Jun 2017 | 2 |
Tata Consulting Services | Midland, MI | Jun 2014 - Jul 2014 | < 1 |
Chilis | Saginaw, MI | Feb 2014 - Jun 2014 | < 1 |
Northwood University | Midland, MI | Jan 2014 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- MI
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Total Assets Under Management3,846MILLIONS
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Total Number of Accounts5,272ACCOUNTS
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Average Account Value$729,584
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
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