Scott Marek, financial advisor Denver CO

Scott Marek

CRD Number: 6054867
Current Firm: Maia Wealth, LLC
Compensation Model: Both

Scott moved to Denver in 2014 to open a firm with Desmond Dimond and Maia Wealth was founded.

 

Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Search for your advisor on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are a pure Investment Adviser.

 

Maia Wealth specializes in wealth management for business owners, multi-generational wealth, and professionals in the engineering, medical, and law industries.

CONTACT
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Professional Designations
Company Name Location Dates Years
Maia Wealth LLC Denver, CO Apr 2018 - Current 1
Mml Investors Services LLC Denver, CO Feb 2015 - Feb 2018 3
Massmutual Life Insurance Company Denver, CO Feb 2015 - Feb 2018 3
Northwestern Mutual Investment Services, LLC Colorado Springs, CO Jan 2013 - Jan 2015 2
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2012 - Jan 2015 2
University of Colorado Colorado Springs, CO Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Scott Marek
Phone Number:
Advisor Website: http://www.maiawealth.com/
Registered State(s):
  • CO
  • FL
  • NE
  • IN
  • TX
  • VA
  • CA
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $102,473
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

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Clean Record
This advisor has a clean track record with regulators.

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