Scott Schaeffer (CRD# 7177592) is an Investment Advisor Representative working at Mn Wealth Advisors, LLC in Overland Park, KS and has over 4 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Mn Wealth Advisors, LLC | Overland Park, KS | Feb 2023 - Current | 1 |
Marksnelson, LLC | Overland Park, KS | Feb 2023 - Current | 1 |
Integrity Advisory, LLC | Overland Park, KS | Sep 2019 - Nov 2023 | 4 |
Paradigm Financial Advisors | St. Louis, MO | Jun 2018 - Sep 2019 | 1 |
Integrity Advisory, LLC | Overland Park, KS | Jun 2017 - Jun 2018 | 1 |
Rockhurst University | Kansas City, MO | Aug 2014 - May 2018 | 3 |
Kavar Capital Partners | Overland Park, KS | Jun 2016 - Sep 2016 | < 1 |
Old Hickory Golf Club | St. Peters, MO | Jun 2015 - Sep 2015 | < 1 |
Persimmon Woods Golf Club | Weldon Spring, MO | Jun 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- KS
- TX
-
Total Assets Under Management290MILLIONS
-
Total Number of Accounts1,079ACCOUNTS
-
Average Account Value$268,742
- 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
FL, KS, MO, NE, TN, TX
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