Scotty
Schoettlin
Kingstone Capital Partners Texas, LLC
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About this Advisor
Scotty Schoettlin is a financial advisor based in Wesley Chapel, Florida with a total of 5 years of relevant experience. Schoettlin currently works for Kingstone Capital Partners Texas, LLC. Throughout their career, Schoettlin has worked at Omni Financial Services Inc, Securities America Advisors, Inc, Axa Advisors, LLC, Market Technologies, Sci, Sterling Foundation Management, Minnesota Life, Securian Financial Services Inc and Kingstone Capital Partners Texas, LLC. Schoettlin has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Texas. Kingstone Capital Partners Texas, LLC is a company based in Addison, TX. The investment advisory business has offices in three locations and a total of 10 financial advisors. It administers $126 million in assets under management between its 462 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 462 client accounts, just 13% belong to high-net-worth investors who have more than $1 million in investable assets. Kingstone Capital Partners Texas, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Kingstone Capital Partners Texas, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingstone Capital Partners Texas, LLC Brokerage Details
$125,479,616
10
462
$271,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Scotty Schoettlin Work History
Scotty has been registered as a financial advisor for 5 years.*
Kingstone Capital Partners Texas, LLC
Omni Financial Services Inc
Minnesota Life
Securian Financial Services Inc
Axa Advisors, LLC
Market Technologies
Sci
Sterling Foundation Management
Securities America Advisors, Inc
*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 Scotty Schoettlin 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 Kingstone Capital Partners Texas, LLC
Littleton, CO
Addison, TX
Addison, TX
Minneapolis, MN
La Jolla, CA
Wesley Chapel, FL
Littleton, CO
Addison, TX
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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