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Scott Rothmeyer

25 Years of Experience
Denver, IA
Broker

Scott Rothmeyer is a registered investment advisor at Trustage Investment Management, based in Denver, IA, with 25 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 349 clients with $39B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$39.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Denver, IA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott's spouse owns and operates a boutique clothing store, Simply Chic LLC, and Scott provides general support and business management. This includes handling filings, paying fees, and establishing relationships with accountants and attorneys, taking a few hours per week.

Employment History
Current Registrations
Trustage Investment Management
April 2023 - Present · 3 yrs 6 mos
CUNA Brokerage Services, INC.Broker
October 2000 - Present · 26 yrs
Previous Registrations
CUNA Brokerage Services, INC.
June 2009 - March 2023 · 13 yrs 9 mos
State Registrations2 states
IAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.