Scott F. Rewey

OKABENA INVESTMENT SERVICES

Minneapolis, MN 55402-4523

CRD#: 2515664

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Professional summary

Scott Frederick Rewey, CFP® is a registered financial advisor currently at OKABENA INVESTMENT SERVICES INC located in Minneapolis, Minnesota.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Scott has worked at 6 firms and has passed the Series 63, Series 3 and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Frederick Rewey's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2006

Experience

Current

September 25, 2025 - Present

OKABENA INVESTMENT SERVICES INC

Office #1: 4200 Ids Center 80 S Eighth Street, Minneapolis, MN 55402-4523

RIA

CRD#: 111162

Minneapolis, MN

Past

February 13, 2018 - June 30, 2022

OXFORD FINANCIAL GROUP, LTD

RIA

CRD#: 105303

Minneapolis, MN

Past

October 13, 2003 - June 8, 2005

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PORTLAND, OR

Past

April 6, 1998 - August 13, 2003

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

March 6, 1997 - April 6, 1998

WESSELS, ARNOLD & HENDERSON, L.L.C.

CRD#: 17914

MINNEAPOLIS, MN

Past

November 8, 1994 - March 6, 1997

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OKABENA INVESTMENT SERVICES INC

OKABENA ADVISORS | OKABENA INVESTMENT SERVICES INC

CRD#: 111162 / SEC#: 801-47929

RIA

Registered Investment Advisory firm - (11/29/1994 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Minnesota
(9/25/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 10/26/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 9/5/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 9/16/1994

General Securities Representative Examination

Current Firm

OKABENA INVESTMENT SERVICES INC

OKABENA ADVISORS | OKABENA INVESTMENT SERVICES INC

CRD#: 111162 / SEC#: 801-47929

RIA

Registered Investment Advisory firm - (11/29/1994 Approved)

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Contact information

Main Address

4200 Ids Center 80 S Eighth Street, Minneapolis, MN 55402-4523

Mailing Address

Phone number

(612) 339-7151

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OKABENA 3-24-25 FINAL FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	303
AUM (Assets Under Management)	$ 1,848,712,472

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2025	Cover Page	Report
09/09/2024	Cover Page	Report
10/20/2023	Cover Page	Report

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.

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Firm Stability Insights

Scott F. Rewey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Frederick Rewey's CRS (Customer Relationship Summary).

Certified licenses

Experience

OXFORD FINANCIAL GROUP, LTD

M HOLDINGS SECURITIES, INC.

RBC CAPITAL MARKETS, LLC

WESSELS, ARNOLD & HENDERSON, L.L.C.

DAIN RAUSCHER INCORPORATED

Primary Firm SEC Registration

OKABENA INVESTMENT SERVICES INC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/26/1994

Series 3

Date: 9/5/2013

Series 7

Date: 9/16/1994

Current Firm

OKABENA INVESTMENT SERVICES INC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OKABENA INVESTMENT SERVICES INC

TRUST BUT VERIFY

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