Scott Neubauer (CRD# 7898007) is an Investment Advisor Representative working at Jose Cuevas Inc. Dba Wisdom Investments Inc. in Lake In The Hills, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5751555
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jose Cuevas Inc. Dba Wisdom Investments Inc. | Hoffman Estates, IL | Apr 2024 - Current | < 1 |
| Solace Hospice & Palliative Care | St. Charles, IL | Dec 2023 - Current | < 1 |
| Scott Neubauer | Lake In The Hills, IL | Sep 2017 - Current | 6 |
| Watershed Ministries | Elgin, IL | Jun 2017 - Jan 2024 | 6 |
| Church In The Word | Elgin, IL | Sep 2006 - May 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- IL
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$151,935
- 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
- Educational seminars/workshops
IL
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