Scott
Sturgeon

Origin Financial

CRD#6062484
Investment Advisor
in Prairie Village, KS

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About this Advisor

Scott Sturgeon is a certified financial planner who works in Prairie Village, Kansas, with 1 year of relevant experience. Sturgeon is currently employed by Origin Financial. Throughout their career, they have worked at Mariner Wealth Advisors, Commerce Trust Co, Hire Counsel, Ubs Financial Services, Umkc School Of Business, Bloch School Of Business, Hightower Advisors LLC, Oread Wealth Partners, LLC and Origin Financial. Sturgeon can advise clients in Kansas. Origin Financial is a company that has its headquarters in Boston, MA. It oversees $478 thousand in total assets between its 23 accounts, placing it among the smaller firms in the United States by assets under management. Origin Financial performs a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules vary depending on which services are offered. However, fee types billed by Origin Financial may include asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Prairie Village, KS

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Origin Financial Brokerage Details

Total Assets Under Management

$478,000

KS Average: $16,012,751,954
Total Number of Employees

219

KS Average: 118
Total Number of Accounts

23

KS Average: 4,567
Average Account Size

$20,783

KS Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Scott Sturgeon Work History

Scott has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Origin Financial

2021 - Present (3 years)

Oread Wealth Partners, LLC

2021 - 2021 (< 1 year)

Hightower Advisors LLC

2018 - 2021 (3 years)

Mariner Wealth Advisors

2014 - 2018 (4 years)

Commerce Trust Co

2014 - 2014 (< 1 year)

Hire Counsel

2012 - 2013 (1 year)

Ubs Financial Services

2012 - 2013 (1 year)

Bloch School Of Business

2010 - 2013 (3 years)

Umkc School Of Business

*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 Sturgeon 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 Origin Financial

David Barta
Grovetown, GA
Jodie Williams
Boston, MA
Michelle Petrowski
Boston, MA
Matthew Shapiro
Culver City, CA
Susan Gardiner
Saunderstown, RI
Dace Dekruif
Boston, MA
Michael Hakimi
Boston, MA
Derek Cheshire
Boston, MA

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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