Scott Wiesner (CRD# 2716846) is an Investment Advisor Representative working at Blue Bison Investments in Centerville, IN and has over 27 years of experience in the finance industry. Scott Wiesner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2667585
Edward Jones
CRD# 2756288
Edward Jones
CRD# 2574303
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Eye Investments Corporation | Cincinnati, OH | May 2008 - Current | 15 |
| Wrp Investments, Inc. | Youngstown, OH | Aug 2004 - Current | 19 |
| Blersch, Wiesner & Company | Cincinnati, OH | Oct 1988 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- OH
-
Total Assets Under Management16MILLIONS
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Total Number of Accounts180ACCOUNTS
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Average Account Value$89,979
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL, IN, OH
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