Mark Scherer
Mark Scherer is a ChFC-designated registered investment advisor at Wealth Watch Advisors, INC, based in Omaha, NE, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,533 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Watch Advisors manages your investments through third-party sub-advisors. The annual management fee ranges from 0.77% to 1.95% of your portfolio, calculated monthly based on the average daily balance. This fee covers Wealth Watch, the sub-advisor, and the registered investment representative. A technology fee of up to $40 per account is assessed annually. Discounted fees are available based on the total value of your household's managed assets. Fees are negotiable within the stated range.
Location
1502 South 190th Plaza, Omaha, NE, 68130
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Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Mark is a contracted and licensed insurance agent selling insurance through J.D. Mellberg Financial, LLC since 2016. This activity takes about half of Mark's time and occurs during trading hours.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Brookstone Capital Management LLC
Specialized Advisors
Secure Investment Management, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Nylife Securities INC.Broker
State Registrations4 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.