Scott Tschappat
Scott Tschappat is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Greenwood Village, CO, with 26 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
5600 S Quebec St., Ste. 141B, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business Activities
Scott is the owner/partner of Acute Wealthcare LLC, doing business as (DBA), and an advisory representative of a Registered Investment Advisor (RIA) called CIRA. He also coaches basketball, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Presidential Brokerage, INC.Broker
Ascend Financial Services, INC.Broker
State Registrations8 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.