Scott Racine
Scott Racine is a registered investment advisor at Cetera Investment Advisers LLC, based in Osceola, WI, with 28 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
924 240th Street, Osceola, WI, 54020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott owns Racine Tax & Financial Services LLC, providing tax preparation and accounting services, dedicating about a quarter of his time. He is also an agent for Avantax Insurance Agency, LLC, and may sell various types of annuities and variable insurance products, spending a few hours per week on this. Additionally, Scott is an LLC member/manager of Tax-Smart Advisory Group LLC, a shared services company for financial advisors, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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