Douglas J. Mottet
Professional summary
Douglas James Mottet, who also goes by Doug James Mottet, is a registered financial advisor currently at MOTTET WEALTH located in Parkville, Missouri.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Douglas has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Douglas James Mottet's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 1992 - Present
MOTTET WEALTH
July 8, 1992 - December 31, 1993
VSR FINANCIAL SERVICES, INC.
July 11, 1990 - July 20, 1992
INVESTMENT ADVISORS & CONSULTANTS, 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
(11/30/2001)
(6/19/1997)
(6/9/1992)
(8/13/2018)
Exams
Current Firm
MOTTET WEALTH
CRD#: 116044 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 257 |
| AUM (Assets Under Management) | $ 67,968,969 |
Red Flags
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