Scott WargoCRD Number: 4476964
Current Firm: Cuna Brokerage Services, Inc.
Scott Wargo (CRD# 4476964) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Waverly, IA and has over 14 years of experience in the finance industry.
Fsb Premier Wealth Management, Inc.
Heartland Financial Services, Ltd.
State Farm Investment Management Corp.
|Cuna Mutual Group||Waverly, IA||May 2016 - Current||< 1|
|Cuna Brokerage Services, Inc.||Waverly, IA||May 2016 - Current||< 1|
|Prudential Annuities Distributors||Shelton, CT||Nov 2007 - May 2016||8|
|Ast Investment Services||Shelton, CT||Nov 2006 - May 2016||9|
|Prudential Insurance Co Of America||Shelton, CT||Oct 2006 - May 2016||9|
|American Skandia Marketing, Inc.||Shelton, CT||Oct 2006 - Nov 2007||1|
|Unemployed||Monroe, CT||Aug 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||Sep 2002|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV