Scott Sturgeon

OREAD WEALTH PARTNERS

Prairie Village, KS

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CRD#: 6062484

Professional summary

Scott Sturgeon, CFP®, who also goes by Scott Mitchell Sturgeon, is a registered financial advisor currently at OREAD WEALTH PARTNERS located in Prairie Village, Kansas.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 3 firms .

Question & Answer

What are your service offerings?

Budgeting

Estate Planning

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Business Owners

Medical Professionals

Real Estate Investments

Tax Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Scott Mitchell Sturgeon

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.

OREAD WEALTH PARTNERS / INVESTMENT RELATED / LEAWOOD, KS / REGISTERED INVESTMENT ADVISOR / OWNER / NOV 2021 / 150 HOURS PER MONTH / 100% DURING BUSINESS HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Sturgeon'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

November 4, 2021 - Present

OREAD WEALTH PARTNERS

RIA

CRD#: 316195

Prairie Village, KS

Past

June 29, 2022 - February 13, 2024

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

PRAIRIE VILLAGE, KS

Past

April 13, 2021 - September 22, 2021

HIGHTOWER ADVISORS, LLC

RIA

CRD#: 145323

Mission Woods, KS

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
(11/4/2021)

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

Current Firm

OREAD WEALTH PARTNERS

OREAD WEALTH PARTNERS | OREAD WEALTH PARTNERS, LLC

CRD#: 316195 / SEC#:

Kansas

Registered Investment Advisory firm - (11/4/2021 Approved)

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Contact information

Main Address

Leawood, KS

Mailing Address

5251 W. 116th Pl Ste 200, Leawood, KS 66211

Phone number

(913) 229-6512

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 14,411,677

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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Scott Sturgeon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OREAD WEALTH PARTNERS

ORIGIN INVESTMENT ADVISORY LLC

HIGHTOWER ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

OREAD WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OREAD WEALTH PARTNERS

TRUST BUT VERIFY

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