Scott MarekCRD Number: 6054867
Current Firm: Maia Wealth
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.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Maia Wealth LLC||Denver, CO||Apr 2018 - Current||2|
|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|
Total Assets Under Management53MILLIONS
Total Number of Accounts464ACCOUNTS
Average Account Value$114,213
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
CA, CO, TX
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