Scott Wucherpfennig
Scott Wucherpfennig is a registered investment advisor at Cetera Investment Advisers LLC, based in Marshfield, WI, with 21 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
1001 North Central Avenue, Marshfield, WI, 54449
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Regulatory History (1)
Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Scott works full-time as a financial advisor for Forward Bank and spends about a quarter of his time selling fixed products, including fixed annuities and term life insurance, through Forward Investment Services. He also serves as a volunteer director for Opportunity Development Centers, Inc., dedicating minimal time to this role.
Employment History
Current Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
M&i Brokerage Services, INC.Broker
Edward JonesBroker
State Registrations6 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.