Scott Kanai
Scott Kanai is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MI, with 35 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2050 Celadon Dr NE, Ste D, Grand Rapids, MI, 49525
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an Investment Advisory Representative at CWM, LLC, a financial advisor at Carson Group Partners, and the owner of Kanai Wealth Management Group, dedicating full-time hours to these activities. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, and has ownership stakes in multiple real estate ventures and condo associations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cwm, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Abn Amro Financial Services, INC.Broker
Independence One Brokerage Services, INC.Broker
Natcity Investments, INC.Broker
Natcity Insurance Services, INC.Broker
Gna Securities, INC.Broker
Bma Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 states
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