Scott
Marek
Maia Wealth
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About this Advisor
Scott Marek is a certified financial planner working in Denver, Colorado, with a total of 5 years of industry experience. Marek is currently employed by Maia Wealth. During their career, Marek has held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Mml Investors Services LLC, University Of Colorado, Massmutual Life Insurance Company and Maia Wealth, LLC. Marek holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Colorado, Minnesota and Texas. Maia Wealth is a registered investment business headquartered in Denver, CO. The investment advisory business has offices in seven locations and a total of 29 advisors. It oversees $214 million in total assets among its 1,972 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,972 customer accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets. Maia Wealth performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules typically are based on the type of financial services offered. Fee types charged by Maia Wealth can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Maia Wealth Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$213,541,601
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
29
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1,972
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$108,287
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Scott Marek Work History
Scott has been registered as a financial advisor for 5 years.*
Maia Wealth, LLC
Mml Investors Services LLC
Massmutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Life Insurance Company
University Of Colorado
*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 Scott Marek 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 Maia Wealth
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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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