Wealth Acumen, Inc.
Wealth Acumen, Inc. (CRD# 133475) is a financial advisory firm headquartered in , . They manage $17,847,478 in 36 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$495,763
- 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
Scott Campbell (CRD# 2584299) is an Investment Advisor Representative working at Wealth Acumen, Inc. in Parker, CO and has over 22 years of experience in the finance industry. Scott Campbell 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.