Scott Layeux
Scott Layeux is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Elm Grove, WI, with 35 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
850 Elm Grove Rd., Ste. 16, Elm Grove, WI, 53122
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Regulatory History (1)
Customer Dispute
December 2023Other Business ActivitiesSells Insurance
Scott is an owner/independent insurance agent for various independent insurance companies since 1998, dedicating minimal time to this role. He is also an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time hours on this. Additionally, Scott is involved in marketing using a trade name/DBA, dedicating minimal time to this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Walnut Street Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Eq Financial Consultants, INC.Broker
Mutual Service CorporationBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Mack Investment Securities, INC.Broker
Allied Group Merchant Banking CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.