Scott Sturgeon (CRD# 6062484) is an Investment Advisor Representative working at Oread Wealth Partners in Prairie Village, KS and has 1 year of experience in the finance industry. Scott Sturgeon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Origin Financial | Boston, MA | Jun 2022 - Current | 2 |
| Oread Wealth Partners, LLC | Prairie Village, KS | Nov 2021 - Current | 2 |
| Hightower Advisors LLC | Mission Woods, KS | Apr 2021 - Sep 2021 | < 1 |
| Mariner Wealth Advisors | Overland Park, KS | May 2018 - Apr 2021 | 2 |
| Commerce Trust Co | Kansas City, MO | Dec 2014 - Apr 2018 | 3 |
| Hire Counsel | Chicago, IL | Aug 2014 - Dec 2014 | < 1 |
| Unemployed | N/a, MO | Jan 2011 - Jul 2014 | 3 |
- KS
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Total Assets Under Management10MILLIONS
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Total Number of Accounts53ACCOUNTS
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Average Account Value$182,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
KS
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