Scott SchloegelCRD Number: 5282057
Current Firm: Creative Planning
Scott Schloegel (CRD# 5282057) is an Investment Advisor Representative working at Creative Planning in Leawood, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Creative Planning||Leawood, KS||Sep 2015 - Current||2|
|Invest Financial Corp.||Tampa, FL||Aug 2014 - Aug 2016||2|
|Equity Bank||Kansas City, MO||Jul 2014 - Aug 2016||2|
|Cetera Advisors LLC||Denver, CO||Nov 2013 - May 2014||< 1|
|Securian Financial Services Inc.||St. Paul, MN||Jun 2013 - Oct 2013||< 1|
|Minnesota Life||St. Paul, MN||Jun 2013 - Oct 2013||< 1|
|Renaissance Financial||Leawood, KS||Jun 2013 - Oct 2013||< 1|
|Securian Financial Services Inc.||St. Paul, MN||May 2013 - Jun 2013||< 1|
|Unemployed||Kansas City, MO||Feb 2013 - Apr 2013||< 1|
|Royal Alliance||Kansas City, MO||Dec 2012 - Mar 2013||< 1|
|Premier Financial Partners||Kansas City, MO||Jan 2012 - Jan 2013||1|
|Unemployed||Kansas City, MO||Sep 2011 - Dec 2011||< 1|
|Fcstone, LLC||Kansas City, MO||Oct 2007 - Aug 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management32,017MILLIONS
Total Number of Accounts75,991ACCOUNTS
Average Account Value$421,329
- A percentage of assets under your management
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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