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Scott E. Wooster

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CRD#: 1156740
SW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Ernest Wooster, AIF® was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1983. Scott had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EMPLOYED BY MEADOWBROOK INSURANCE AGENCY MEADOWBROOK INSURANCE AGENCY 26255 AMERICAN DRIVE SOUTHFIELD, MI 48034 MARKETING EMPLOYEE BENEFITS, SUCH AS GROUP HEALTH INSURANCE, DENTAL, VISION, LTD,STD AND GROUP LIFE COVERAGE.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
AIF®

Experience


Past

May 21, 2013 - July 3, 2024

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
NORTHVILLE, MI
Past

May 20, 2013 - July 3, 2024

SPC

RIA
CRD#: 110692
NORTHVILLE, MI
Past

January 28, 2011 - May 17, 2011

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
NOVI, MI
Past

March 12, 2008 - May 17, 2011

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
NOVI, MI
Past

June 12, 1997 - January 2, 2008

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
NOVI, MI
Past

August 3, 1993 - May 15, 1997

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

December 4, 1991 - December 31, 1992

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

May 18, 1987 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

April 23, 1987 - November 13, 1991

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

July 7, 1986 - July 17, 1986

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
Past

October 19, 1983 - May 6, 1987

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/15/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SF
SIGMA FINANCIAL CORPORATION
SIGMA FINANCIAL CORPORATION

CRD#: 14303 / SEC#: , 8-30466

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Mailing Address
300 Parkland Plaza, Ann Arbor, MI 48103-9508
Phone number
(734) 663-1611
Established
Michigan since 09/20/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020TRUST (OWNER OF ALL VOTING SHARES)
MCCLELLAN, JOHN ALEXANDERCHIEF RISK AND BUSINESS OFFICER4016479
PHILLIPS, RICHARD THOMASCHIEF COMPLIANCE OFFICER6041363
PISTOR, RANDOLPH FULVIOCHIEF LEGAL OFFICER5143334
RYDELL, BRANDON DAVIDPRESIDENT2933397
RYDELL, JEROME STANLEYCEO, CHAIRMAN AND TRUSTEE OF THE JEROME S. RYDELL REVOCABLE LIVING TRUST DATED 12/21/1998, AS AMENDED AND RESTATED ON 10/23/2020408389
WOOTON, RYAN DANIELCHIEF FINANCIAL OFFICER8006797

Disclosures


Regulatory Event15
Arbitration11

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIGMA FINANCIAL CORPORATION

CRD#: 14303

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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