Reyn
Wicklund

Scf Investment Advisors, Inc

CRD#5579420
Investment Advisor
in Fresno, CA

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About this Advisor

Reyn Wicklund is a financial advisor who works out of Fresno, California with a total of 7 years of relevant experience. Wicklund is an employee of Scf Investment Advisors, Inc. Wicklund has gained experience at Fidelity Brokerage Services, LLC, Texas Roadhouse, Reuben Wickland Cpa, Inc, Premier Wealth Management, United Planners' Financial Services, Scf Securities, Inc and Scf Investment Advisors, Inc. Wicklund has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Hawaii. Scf Investment Advisors, Inc is a registered investment firm based out of Fresno, CA. The investment advisory business has offices in 73 locations and a total of 267 advisors. It handles $2 billion in total assets between its 7,762 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 7,762 client accounts, just 4% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Scf Investment Advisors, Inc likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

155 E. Shaw Avenue Suite #102
Fresno, CA 93710

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Scf Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$1,771,389,008

CA Average: $7,578,581,321
Total Number of Employees

267

CA Average: 43
Total Number of Accounts

7,762

CA Average: 3,727
Average Account Size

$228,213

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Reyn Wicklund Work History

Reyn has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Scf Securities, Inc

2016 - Present (8 years)

Scf Investment Advisors, Inc

2013 - Present (11 years)

Reuben Wickland Cpa, Inc

2014 - 2016 (2 years)

Premier Wealth Management

2014 - 2016 (2 years)

United Planners' Financial Services

2013 - 2013 (< 1 year)

Fidelity Brokerage Services, LLC

2013 - 2013 (< 1 year)

Texas Roadhouse

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Reyn Wicklund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Scf Investment Advisors, Inc

James Groce
Fresno, CA
John Prewitt
Dallas, TX
Reyn Wicklund
Fresno, CA
Scott Bresky
Fresno, CA
Justin Leland
Bakersfield, CA
Kyle Gardner
Fresno, CA
Maegan Cooley
Prescott Valley, AZ
Nathan Sorensen
Safford, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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