Scott Greening is a CFP-designated registered investment advisor, based in Hartland, WI, with 13 years of industry experience.
Location
515 W North Shore Dr, Ste 202, Hartland, WI, 53029
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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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Scott is affiliated with Pinnacle Wealth Management Group and PWMG dba RGB LLC as a financial advisor. These activities are DBAs or support companies and require minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Thrivent Investment Management INC.
February 2021 - May 2025 · 4 yrs 3 mos
Thrivent Investment Management INC.Broker
February 2021 - May 2025 · 4 yrs 3 mos
UBS Financial Services INC.Broker
August 2015 - February 2021 · 5 yrs 6 mos
UBS Financial Services INC.
August 2015 - February 2021 · 5 yrs 6 mos
Thrivent Investment Management INC.
November 2013 - August 2015 · 1 yr 9 mos
Thrivent Investment Management INC.Broker
September 2012 - August 2015 · 2 yrs 11 mos
State Registrations17 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.