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Scott John Marn

Scott J. Marn

TIMEWEALTH ADVISORS
MENTOR, OH 44060
Some features on this profile are disabled
CRD#: 2249880
Scott John Marn

Professional summary


Scott John Marn, CFP® is a registered financial advisor currently at TIMEWEALTH ADVISORS INC. located in Mentor, Ohio and LPL FINANCIAL LLC located in Mentor, Ohio.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Scott has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

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.
1- 01/10/2025 - Mentor City Council - Politics/ Government - Not Investment Related - At Reported Business Location(s) - Start date: 01/02/2000 - 5 -20 hrs mth / 4 hrs during trading 2- 01/10/2025 - Insurance Business - Non-Variable Insurance - Trails Only - Various Locations - Investment Related - Start date: 01/06/2025 - 5 hrs mth 5 hrs during trading 3) 06/16/2025 - TimeWealth Advisors Inc. - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/02/2025 - 40 Hrs/Mth - 35 Hrs During Trading. 4) 08/05/2025 - TimeWealth Advisors Inc. - Registered Investment Advisor Hybrid - Inv rel - At Reported Business Location(s) - Start Date:01/27/2025 - 160 Hrs/Mth - 100 Hrs During Trading. I provide investment advisory services through TimeWealth Advisors Inc., an independent investment advisor firm. I started this business activity in 8/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Scott John Marn's CRS (Customer Relationship Summary).

Certified licenses


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

Start date: 2003

Experience


Current

February 14, 2025 - Present

TIMEWEALTH ADVISORS INC.

Office #1: 8500 Station St Suite 235, Mentor, OH 44060
RIA
CRD#: 334595
MENTOR, OH
Current

January 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 8500 Station St Ste 235, Mentor, OH 44060
RIA
BD
CRD#: 6413
MENTOR, OH
Past

January 10, 2025 - June 4, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
Mentor, OH
Past

January 20, 2011 - January 6, 2025

BENJAMIN F. EDWARDS & COMPANY, INC.

RIA
CRD#: 146936
MENTOR, OH
Past

January 14, 2011 - January 6, 2025

BENJAMIN F. EDWARDS & COMPANY, INC.

BD
CRD#: 146936
MENTOR, OH
Past

January 1, 2008 - January 18, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MENTOR, OH
Past

January 1, 2008 - January 18, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MENTOR, OH
Past

May 23, 2000 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
MENTOR, OH
Past

June 28, 1996 - January 3, 2008

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
MENTOR, OH
Past

March 22, 1994 - July 1, 1996

PARKER/HUNTER INCORPORATED

BD
CRD#: 7324
PITTSBURGH, PA
Past

December 21, 1992 - March 24, 1994

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 21, 1992 - March 24, 1994

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(1/10/2025)
RR
Colorado
(1/10/2025)
RR
Connecticut
(1/10/2025)
RR
Florida
(1/10/2025)
RR
Illinois
(1/10/2025)
RR
Kentucky
(1/10/2025)
RR
Louisiana
(1/10/2025)
RR
Maryland
(1/10/2025)
RR
Missouri
(1/10/2025)
RR
Montana
(1/10/2025)
RR
New Jersey
(1/10/2025)
RR
North Carolina
(2/6/2025)
RR
Ohio
(1/10/2025)
IAR
Ohio
(2/14/2025)
RR
Tennessee
(1/10/2025)
RR
Texas
(1/10/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/4/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TA
TIMEWEALTH ADVISORS INC.
TIMELESS WEALTH ADVISORS | TIMEWEALTH ADVISORS INC. | TIMEWEALTH ADVISORS

CRD#: 334595 / SEC#:

Ohio
Registered Investment Advisory firm - (2/11/2025 Approved)
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Contact information


Main Address
8500 Station St Suite 235, Mentor, OH 44060
Mailing Address
Phone number
(440) 299-8805
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


TIMEWEALTH ADVISORS INC.

CRD#: 334595Mentor, OH 44060

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