Advisor at Wabash Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wabash Capital, Inc.
Location
Greencastle, IN 46135
Credentials
Series 65
Industry experience
26 years
Ginger Scott is a financial advisor at Wabash Capital, Inc. with 26 years of industry experience. She holds a Series 65 designation and has been with Wabash Capital since 1999. Wabash Capital provides discretionary investment management to individuals, trusts, corporations, pensions, 401(k) plans, and foundations/endowments. The firm employs a top-down, fundamental research process to build diversified, risk-based portfolios with an emphasis on low turnover and tactical shifts guided by market valuation metrics.
Based on Wabash Capital, Inc.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.25%
$150 per hour for special projects
Minimum fee: No minimum fee for non 401(k) accounts; 401(k) plans under $1 million may be subject to a minimum annual fee Fee-only: Fee-only investment advisor; no commissions or third-party compensation received
1003 Mill Pond Lane, Suite A
Greencastle, IN 46135
Indiana
Wabash Capital, Inc.
1999 - Present (27 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®
Fillmore, IN
Best Case Financial
I'm Alan Skillern. I'm from a tiny town in west central Indiana. My goal is to help people just like I help my family. I'm a CFP® professional and I picked up my MBA while I was at Ball State. I've worked in a few firms but I never sold a financial product or taken a commission. I don't have any desire to push products to people who are looking to secure their family's future. I have picked up a set of skills, including: a deep knowledge of estate planning, mindfulness around taxes, and the ability to build a killer financial plan. Best Case Financial is built around the idea of neighbors helping neighbors. I've seen too many cases of people being treated un-neighborly and I want to do my part to tip the scale in the other direction.
Series 63, Series 65, Series 66
Greencastle, IN
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Greencastle, IN
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