SD
Scott A. Durscher
ACCEL WEALTH MANAGEMENT
WAVERLY, IA 50677
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CRD#: 3049265
SD
Scott Alan DurscherACCEL WEALTH MANAGEMENT
Professional summary
Scott Alan Durscher is a registered financial advisor currently at ACCEL WEALTH MANAGEMENT located in Waverly, Iowa and INTEGRITY ALLIANCE, LLC. located in Waverly, Iowa.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Scott has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
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) THE ACCEL GROUP, 301 Oak Ridge Cir, WAVERLY, IA, 6/2008 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/NOTARY. INV REL - 5/MO - 2/TRADING. 2) ACCEL WEALTH MANAGEMENT, 301 Oak Ridge Cir, WAVERLY, IA, 7/2016 AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 6/TRADING. 3) ACCEL HOLDINGS INC, 301 Oak Ridge Cir, WAVERLY, IA, 1/2017 AS PART OWNER OF PARENT COMPANY OF ACCEL WEALTH MANAGEMENT AND THE ACCEL GROUP. INV REL - 10/MO - 6/TRADING. 4) Treyton Properties, LLC; Not investment related; 301 Oakridge Circle Waverly, IA 50677; Real Estate; Partial Owner; 2018; 1 hour per month; 0 hours during trading hours; Passive investor of LLC that owns office building. 5) BD FINANCIAL, 301 Oak Ridge Cir, WAVERLY, IA, 1/2018, AS OWNER OF LLC TO COVER OFFICE OVERHEAD EXPENSES, NIR, 30/WK, 30/TRADING. 6) Treyton Properties LLC, 301 Oak Ridge Cir, WAVERLY, IA, 11/2016 - Part Owner - 1Hour/Month - 0/Trading 7) REDEEMER LUTHERAN CHURCH POSITION: Volunteer NATURE: Redeemer Lutheran Church is part of the ELCA organization, and this church has an endowment. The endowment has an outside advisor and the Trust Committee works with the advisor and the congregation to distribute funds from the account. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/25/2026 ADDRESS: 2001 W Bremer Ave, Waverly IA 56077, United States DESCRIPTION: I have been asked to start a 3 yr term on the Redeemer Lutheran Church Trust Committee. The Trust uses an outside manager to invest the funds and the committee duties involve meeting with the investment advisor on a quarterly basis as well as work with other church committees to distribute funds out of the acct as the bylaws state. The committee reviews the requests and then awards grants based on the review of all the applications.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Alan Durscher'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®
NoneExperience
Current
January 16, 2017 - Present
ACCEL WEALTH MANAGEMENT
Office #1: 301 Oak Ridge Circle, Waverly, IA 50677RIA
CRD#: 286201
WAVERLY, IA
Current
February 20, 2019 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 301 Oak Ridge Circle, Waverly, IA 50677RIA
BD
CRD#: 139627
Waverly, IA
Past
June 30, 2016 - April 28, 2017
ACCEL WEALTH MANAGEMENT
RIA
CRD#: 284214
CEDAR FALLS, IA
Past
October 1, 2008 - September 30, 2016
RDA FINANCIAL NETWORK
RIA
CRD#: 147309
WAVERLY, IA
Past
June 2, 2008 - February 28, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
WAVERLY, IA
Past
January 3, 2005 - May 28, 2008
FSB PREMIER WEALTH MANAGEMENT, INC.
BD
CRD#: 15898
WATERLOO, IA
Past
June 30, 1998 - December 17, 2004
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PHILADELPHIA, PA
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".
AW
ACCEL WEALTH MANAGEMENT
ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC
CRD#: 286201 / SEC#: 801-108814
RIA
Registered Investment Advisory firm - (1/3/2017 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.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
Florida(11/12/2024)
RR
Georgia(11/13/2025)
IAR
Iowa(1/16/2017)
RR
Iowa(2/20/2019)
RR
Kansas(2/20/2019)
RR
Minnesota(2/20/2019)
RR
Missouri(2/20/2019)
RR
New York(2/20/2019)
RR
North Carolina(3/8/2024)
RR
South Carolina(2/20/2019)
RR
Utah(2/20/2019)
RR
Washington(2/20/2019)
RR
Wisconsin(2/20/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ACCEL WEALTH MANAGEMENT
ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC
CRD#: 286201 / SEC#: 801-108814
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)Loading...
Contact information
Main Address
301 Oak Ridge Circle, Waverly, IA 50677
Mailing Address
Phone number
(319) 596-1101
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,570 |
| AUM (Assets Under Management) | $ 973,955,257 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
