Scott A. Eggers

TWO WEST CAPITAL ADVISORS LLC

Overland Park, KS 66210

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CRD#: 5456535

Professional summary

Scott Austin Eggers, AIF®, who also goes by Scott Eggers, is a registered financial advisor currently at TWO WEST CAPITAL ADVISORS LLC located in Overland Park, Kansas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Scott has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Eggers

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.

PRIME CAPITAL INVESTMENT ADVISORS, LLC. INVESTMENT RELATED 6201 COLLEGE BLVD- STE 150, OVERLAND PARK, KS 66211. DIRECTOR OF QUALIFIED PLANS, OVERSEE THE QUALIFIED PLAN DEPARTMENT OF PCIA; CLIENT/PLAN SPONSOR/ADVISOR INTERACTION. 160 HOURS/MO; 160 DURING TRADING HOURS. PRIVATE CLIENT SERVICES, INVESTMENT RELATED, 2225 LEXINGTON, LOUISVILLE KY 40206, REGISTERED REPRESENTATIVE (ADMIN), 02/2020, DIRECTOR OF QUALIFIED PLANS, OVERSEE THE QUALIFIED PLAN DEPARTMENT OF PCIA; CLIENT/PLAN SPONSOR/ADVISOR INTERACTION. <10 HOURS/MO; <10 DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Austin Eggers'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 26, 2022 - Present

TWO WEST CAPITAL ADVISORS LLC

Office #1: 10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

RIA

CRD#: 154543

Overland Park, KS

Past

February 7, 2020 - October 4, 2022

PRIME CAPITAL FINANCIAL

RIA

CRD#: 288712

OVERLAND PARK, KS

Past

February 6, 2020 - October 10, 2022

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Overland Park, KS

Past

June 28, 2018 - February 4, 2020

MARINER WEALTH

RIA

CRD#: 140195

OVERLAND PARK, KS

Past

September 11, 2017 - July 3, 2018

MARINER RETIREMENT ADVISORS, LLC

RIA

CRD#: 172372

LEAWOOD, KS

Past

December 18, 2015 - February 4, 2020

MSEC, LLC

CRD#: 154327

Overland Park, KS

Past

January 25, 2010 - October 20, 2014

AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852

OKLAHOMA CITY, OK

Past

March 28, 2008 - December 22, 2009

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

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".

TWO WEST CAPITAL ADVISORS LLC

CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

Kansas

Registered Investment Advisory firm - (6/19/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Kansas
(10/26/2022)

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

IAR

Series 65

Date: 9/11/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/27/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TWO WEST CAPITAL ADVISORS LLC

CANVAS WEALTH ADVISORS | TWO WEST CAPITAL ADVISORS LLC | TWO WEST ADVISORS | STEWART ADVISORY SERVICES | GOALPATH SOLUTIONS

CRD#: 154543 / SEC#: 801-76551

RIA

Registered Investment Advisory firm - (5/10/2012 Approved)

Kansas

Registered Investment Advisory firm - (6/19/2012 Terminated)

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Contact information

Main Address

10975 Benson Drive Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS 66210

Mailing Address

Phone number

(913) 825-1722

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TWA ADV PART 2A BROCHURE (INSTITUTIONAL DIVISION) (3/19/2025)

TWA ADV PART 2A BROCHURE (WEALTH MGMT DIVISION) (3/19/2025)

Regulatory assets under management

Total Number of Accounts	579
AUM (Assets Under Management)	$ 3,242,615,186

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 A. Eggers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Austin Eggers's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIME CAPITAL FINANCIAL

PRIVATE CLIENT SERVICES, LLC

MARINER WEALTH

MARINER RETIREMENT ADVISORS, LLC

MSEC, LLC

AMERICAN FIDELITY SECURITIES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Primary Firm SEC Registration

TWO WEST CAPITAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2017

Series 63

Date: 6/9/2008

SIE

Date: 10/1/2018

Series 6

Date: 3/27/2008

Current Firm

TWO WEST CAPITAL ADVISORS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TWO WEST CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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