Scott
Wertz

The Huntington Investment Company

CRD#2154685
Investment Advisor
in Melrose Park, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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

Disclosures

No

Office Location

Melrose Park 501 W North Avenue
Melrose Park, IL 60160

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Huntington Investment Company Brokerage Details

Total Assets Under Management

$2,703,511,845

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

373

IL Average: 34
Total Number of Accounts

17,454

IL Average: 1,972
Average Account Size

$154,894

IL Average: $1,068,125

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Disclosures

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started