DI
Dejan Ilijevski
SCM INVESTMENT SERVICES
LAKE ELMO, MN 55042
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CRD#: 4568309
DI
Professional summary
Dejan Ilijevski is a registered financial advisor currently at SCM INVESTMENT SERVICES located in Lake Elmo, Minnesota.
Dejan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Dejan has worked at 2 firms and has passed the Series 65 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.
Dejan Ilijevski is engaged with an independent online financial membership service called NWI WealthCare, which he founded in June 2023. This service operates entirely online and is distinctly separate from his role at SCM Investment Services. NWI WealthCare is categorized as a non-advisory service, offering general financial information and education primarily and personalized investment advisory services only upon direct request by members, as detailed in the service brochure. Dejan holds the position of manager at NWI WealthCare. Although he dedicates less than 10% of his time to this role, he ensures that these activities do not overlap with his primary business hours at SCM Investment Services. He does not receive any compensation for his role in NWI WealthCare. Dejan's involvement is structured to prevent any conflict with his responsibilities and duties at SCM Investment Services. Operational procedures, including domain and email addresses for NWI WealthCare, are maintained distinctly to ensure a clear separation from SCM Investment Services. This structure, along with the operational measures in place, is designed to ensure that Dejan's engagement with NWI WealthCare does not compromise the high level of service and fiduciary duty he owes to his clients at SCM Investment Services. Furthermore, NWI WealthCare is specifically designed to support individuals and families who may not have the resources to afford traditional financial advisory services, highlighting Dejan's commitment to providing accessible financial guidance. This arrangement emphasizes Dejan's primary professional dedication to SCM Investment Services clients, ensuring that his outside business activities do not detract from his responsibilities.
CRS (Client Relationship Summary) - RIA
Click below to view Dejan Ilijevski'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 7, 2021 - Present
SCM INVESTMENT SERVICES
Office #1: 8530 Eagle Point Blvd Suite 100, Lake Elmo, MN 55042RIA
CRD#: 285240
LAKE ELMO, MN
Past
October 3, 2016 - December 31, 2020
SCM INVESTMENT SERVICES
RIA
CRD#: 285240
MUNSTER, IN
Past
June 19, 2003 - January 13, 2010
GELBER SECURITIES, LLC
BD
CRD#: 18367
CHICAGO, IL
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
Indiana(1/7/2021)
IAR
Minnesota(9/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SI
SCM INVESTMENT SERVICES
SABELA CAPITAL MARKETS | SCM INVESTMENT SERVICES | SABELA CONSULTING GROUP
CRD#: 285240 / SEC#:
Florida
Registered Investment Advisory firm - (12/31/2020 Failure to Renew)Indiana
Registered Investment Advisory firm - (1/7/2021 Approved)Minnesota
Registered Investment Advisory firm - (9/17/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8530 Eagle Point Blvd Suite 100, Lake Elmo, MN 55042
Mailing Address
Phone number
(612) 324-0629
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 2,888,093 |
Red Flags
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