Scott Ziegelmeier (CRD# 4561787) is an Investment Advisor Representative working at Eagle Strategies LLC in Ladera Ranch, CA and has over 21 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1414999
Baker Tilly Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ziggy Financial & Insurance Services | Ladera Ranch, CA | Jan 2024 - Current | < 1 |
| Eagle Strategies LLC | Ladera Ranch, CA | Apr 2005 - Current | 19 |
| New York Life Insurance Company | Irvine, CA | Jul 2002 - Current | 21 |
| Nylife Securities LLC | Irvine, CA | Jul 2002 - Current | 21 |
| Ziegelmeier Financial And Insurance Services | Ladera Ranch, CA | Feb 2014 - Feb 2024 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2002 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- CA
- TX
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Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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