The Huntington Investment Company

Investment Advisor
in Melrose Park, IL

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About this Advisor

Scott Wertz is a financial advisor based out of Melrose Park, Illinois, with a total of 10 years of work experience. Wertz works at The Huntington Investment Company. Throughout their career, Wertz has worked at Cco Investment Services Corp, Firstmerit Bank, N.A, Firstmerit Financial Services, Lpl Financial LLC and The Huntington Investment Company. Wertz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Illinois. The Huntington Investment Company is a financial advisory firm that has its headquarters in Melrose Park, Illinois. The investment advisory business has offices in 925 locations and a total of 373 advisors. It has $3 billion in assets under management across its 17,454 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 18 charitable organizations. The Huntington Investment Company has a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fees charged by The Huntington Investment Company typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets



Office Location

Melrose Park 501 W North Avenue
Melrose Park, IL 60160

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The Huntington Investment Company Brokerage Details

Total Assets Under Management


IL Average: $2,106,341,625
Total Number of Employees


IL Average: 34
Total Number of Accounts


IL Average: 1,972
Average Account Size


IL Average: $1,068,125

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Scott Wertz Work History

Scott has 10 years of experience.

2017 - Present (5 years)

The Huntington Investment Company

2013 - Present (9 years)

Firstmerit Bank, N.A

2013 - Present (9 years)

Lpl Financial LLC

2013 - 2013 (< 1 year)

Firstmerit Financial Services

2010 - 2013 (3 years)

Cco Investment Services Corp


Scott Wertz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Huntington Financial Advisors

Joshua Perger
Akron, OH
Jennifer Fox
Cincinnati, OH
Douglas Miltenberger
Indianapolis, IN
Scott Slattery
Cranberry Township, PA
Benjamin Brenneman
Alliance, OH
Jean Wing
Flint, MI
Stephen Garrett
Columbus, OH
Christopher Labbe
Cincinnati, OH

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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