SC
Scott D. Cheshire
FINANCIAL NETWORK WEALTH ADVISORS LLC
LAYTON, UT 84041
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CRD#: 4399697
SC
Professional summary
Scott Douglas Cheshire is a registered financial advisor currently at FINANCIAL NETWORK WEALTH ADVISORS LLC located in Layton, Utah and CETERA WEALTH SERVICES, LLC located in Layton, Utah.
Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Scott has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
1. VARIOUS INSURANCE CARRIERS, INSURANCE, REPRESENTATIVE, LIFE, ANNUITIES AND LONG-TERM CARE; 2. WRITE ERISA BONDS WITH HARTFORD, HELP 401K CLIENTS REMAIN COMPLIANT THROUGH ISSUANCE OF ERISA BONDS; 3. NAME OF OTHER BUSINESS: ENRG (LAYTON HILLS CHAPTER); INVESTMENT RELATED: NO; ADDRESS: 27 S MAIN STREET LAYTON, UT 84041 NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 5 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: CONDUCT WEEKLY MEETINGS AND ENCOURAGE CHAPTER GROWTH. 4. NAME OF OTHER BUSINESS: DARSCO, LLC DBA(FORMERLY JIM BARLOW ADVISORS); DBA P4 WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: BOOKKEEPING AND MARKETING ENTITY USED FOR INVESTMENT ADVISORY ACITIVIES; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING/MARKETING ENTITY 5. NAME OF OTHER BUSINESS: OCSRAD LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: REAL ESTATE HOLDING ; START DATE: 04/2019 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER / MANAGER APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: MANAGE OFFICE PROPERTY ; 6. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC DBA PLAN4WEALTH LLC - CRD# 318842; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 8/2022; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT;
CRS (Client Relationship Summary) - RIA
Click below to view Scott Douglas Cheshire'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
September 20, 2022 - Present
FINANCIAL NETWORK WEALTH ADVISORS LLC
Office #1: 2317 N Hill Field Road Suite 102, Layton, UT 84041RIA
CRD#: 318842
LAYTON, UT
Current
January 17, 2002 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2317 N Hill Field Rd Ste 102, Layton, UT 84041BD
CRD#: 13572
Layton, UT
Past
July 22, 2002 - August 26, 2022
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
SO. OGDEN, UT
Past
November 16, 2001 - January 25, 2002
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTLAKE VILLAGE, CA
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".
FN
FINANCIAL NETWORK WEALTH ADVISORS LLC
FINANCIAL NETWORK WEALTH ADVISORS LLC | PLAN 4 WEALTH LLC
CRD#: 318842 / SEC#: 801-123661
RIA
Registered Investment Advisory firm - (4/11/2022 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
Alaska(1/3/2018)
RR
California(1/3/2018)
RR
Colorado(2/17/2016)
RR
Idaho(7/11/2007)
IAR
Texas(9/20/2022)
RR
Utah(1/17/2002)
IAR
Utah(9/20/2022)
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
FN
FINANCIAL NETWORK WEALTH ADVISORS LLC
FINANCIAL NETWORK WEALTH ADVISORS LLC | PLAN 4 WEALTH LLC
CRD#: 318842 / SEC#: 801-123661
RIA
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Contact information
Main Address
118 W. Winchester Street Suite 101, Murray, UT 84107
Mailing Address
Phone number
(801) 748-0044
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 836 |
| AUM (Assets Under Management) | $ 425,236,540 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD#: 318842Layton, UT 84041TRUST BUT VERIFY
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