Scott
Waechter

United Advisors America

CRD#6708750
Investment Advisor
in Mukwonago, WI

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About this Advisor

Scott Waechter is a financial advisor based in Mukwonago, Wisconsin, working with United Advisors America. Scott has previously held positions at Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc, Bankers Life & Casualty Co, Fsb Premier Wealth Management, Inc, Farmers State Bank, Alliance America, and United Advisors America. Scott has passed the Series 66 regulatory exam and is registered to provide services in Wisconsin. Currently, Scott is part of United Advisors America, which operates out of Mukwonago, Wisconsin. The firm has 27 employees and manages assets totaling $260.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at United Advisors America includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Mukwonago, WI

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United Advisors America Brokerage Details

Total Assets Under Management

$260,175,011

WI Average: $3,042,739,679
Total Number of Employees

27

WI Average: 49
Total Number of Accounts

2,249

WI Average: 2,315
Average Account Size

$115,685

WI Average: $1,314,358

Investment Advisory Services

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

Scott Waechter Work History

2024 - Present (0 year)

Alliance America

2024 - Present (0 year)

United Advisors America

2020 - Present (4 years)

Fsb Premier Wealth Management, Inc

2020 - 2022 (2 years)

Farmers State Bank

2017 - 2020 (3 years)

Bankers Life Advisory Services, Inc

2016 - 2020 (4 years)

Bankers Life Securities, Inc

2013 - 2020 (7 years)

Bankers Life & Casualty Co

Disclosures

Please visit the SEC profile of Scott Waechter 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 United Advisors America

Scott Waechter
Mukwonago, WI
Thomas Barten
Bloomington, MN
Alan Carlson
St. Paul, MN
Kevin Mahony
Atlanta, GA
Michael Dougherty
Prosper, TX
Brian Lamone
Kansas City, MO
Ashley Daniel
Bradenton, FL
Dalton Matkovich
Kronenwetter, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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