Scott A. Wentsel
Professional summary
Scott Allen Wentsel, CFP® is a registered financial advisor currently at WENTSEL WEALTH MANAGEMENT, LLC located in Western Springs, Illinois.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Scott has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Core Areas of Focus
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Allen Wentsel's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1995
Experience
February 15, 2017 - Present
WENTSEL WEALTH MANAGEMENT, LLC
April 7, 2000 - November 16, 2004
INVESCO CAPITAL MARKETS, INC.
February 1, 1995 - April 6, 2000
DWS DISTRIBUTORS, INC.
September 20, 1988 - February 1, 1995
KEMPER FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/15/2017)
Exams
Current Firm
WENTSEL WEALTH MANAGEMENT, LLC
CRD#: 286574 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 20,244,111 |
Red Flags
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