Scott Davis
Scott Davis is a CFA, CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Bloomington, IL, with 18 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
Bloomington, IL
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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 sells fixed insurance products, including life, disability, and long-term care, dedicating a few hours per week. He also manages rental properties, chairs the Illinois State University Education Investment Fund, serves on the Illinois State University Finance Advisory Board, works as a registered representative for Renaissance Wealth Management BN (full-time), and is the treasurer for the Kiwanis Club of Bloomington.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Cg Brokerage L.L.C.Broker
Clifton Gunderson Wealth Advisors
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations15 states
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