SW
CFA
SW
CFA

Scott Wightman

11 Years of Experience
Overland Park, KS
May Earn Commission

Scott Wightman is a CFA-designated registered investment advisor at Intellicents Investment Solutions INC, based in Overland Park, KS, with 11 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,093 clients with $7.4B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

7101 College Blvd. Suite 620, Overland Park, KS, 66210

Get directions

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.

Learn about disclosures →
Other Business Activities

Scott is a shareholder/part owner of Intellicents Inc. and spends minimal time on this passive ownership role.

Employment History
Current Registrations
Intellicents Investment Solutions INC
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Mutual Securities, INC.Broker
August 2018 - May 2020 · 1 yr 9 mos
American Century Investment Services INC.Broker
April 2014 - April 2018 · 4 yrs
State Registrations2 states
KSMO
Advisor

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.
Scott Wightman - Financial Advisor | TrueAdvisor