Scott John Marn
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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KEY INVESTMENT SERVICES LLC
Videos & Posts
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Contact Information
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Disclosures on record.
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KEY INVESTMENT SERVICES LLC
Credentials
Years of Experience
33 years in the financial services industry
Current & Past Employments
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KEY INVESTMENT SERVICES LLC
Current Firm
TIMELESS WEALTH ADVISORS | TIMEWEALTH ADVISORS INC. | TIMEWEALTH ADVISORS
Contact Information
Main Address
8500 Station St Suite 235, Mentor, OH 44060Phone Number
(440) 299-8805# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
232AUM (Assets Under Management)
$41,701,958Similar Advisors
KEY INVESTMENT SERVICES LLC
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.
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KEY INVESTMENT SERVICES LLC
State Registrations and Notice Filings
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Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2005About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Sep 2005About the Series 9 examSRO Registrations
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KEY INVESTMENT SERVICES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Scott John Marn's CRS (Customer Relationship Summary).
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KEY INVESTMENT SERVICES LLC
