SW
CFP
SW
CFP

Scott Wildman

24 Years of Experience
Wausau, WI
Broker

Scott Wildman is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wausau, WI, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1905 Stewart Ave, Wausau, WI, 54401

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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 works as an associate/employee at Peoples State Bank and Peoples Wealth Management, both related to wealth management. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2023 - Present · 2 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2013 - September 2023 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLC
October 2013 - September 2023 · 9 yrs 11 mos
Stifel, Nicolaus & Company, IncorporatedBroker
July 2009 - October 2013 · 4 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
July 2009 - October 2013 · 4 yrs 3 mos
Wells Fargo Advisors, LLC
January 2008 - July 2009 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
April 2006 - January 2008 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
August 2001 - January 2008 · 6 yrs 5 mos
State Registrations13 states
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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.