Scott Wirtz is a CFP-designated registered investment advisor, based in Cedar Falls, IA, with 23 years of industry experience.
Location
209 Franklin St, Suite 100, Cedar Falls, IA, 50613
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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 is involved with Financial Designs, LLC and Financial Designs Wealth Advisors, LLC, both focused on investment and insurance sales, dedicating full-time hours to each. He also instructs long-term care classes for continuing education credits through Community Educators LLC, spending minimal time on this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Previous Registrations
L.M. Kohn & CompanyBroker
L.M. Kohn & Company
LPL Financial LLC
LPL Financial LLCBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
State Registrations9 states
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