Luke Scott
Advisor at Cetera
Updated today
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.
Fee options
Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.
Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.
Work history
Cetera Investment Advisers LLC
2023 - Present (3 years)
Cetera Wealth Services, LLC
2023 - Present (3 years)
Renaissance financial
2010 - Present (16 years)
Minnesota LIfe Insurance CO
2010 - 2023 (13 years)
Securian Financial Services INC
2010 - 2023 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Curtis L
Series 63, Series 66
Paola, KS
Edward Jones
Monty C
CFP®, Series 66
Paola, KS
Edward Jones
Ryan W
CFP®, Series 63, Series 66
Stilwell, KS
Fidelity
Ryan Wiens is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develop customized financial plans tailored to their unique needs. Prior to this position, Ryan has held various roles at Fidelity Investments, including Financial Consultant and Investment Representative, demonstrating a progressive career within the firm. Ryan's professional experience in financial advisory spans over two decades, beginning as a Financial Representative at Thrivent Financial in 2002. He has also served as a Financial Advisor at Smith Barney and Waddell and Reed before joining Fidelity Investments. This extensive background reflects his expertise in wealth planning and financial consulting. Outside of his professional responsibilities, Ryan enjoys boating, family activities, golf, spending time at the lake, soccer, and traveling.
Jacob H
Series 63, Series 66
Louisburg, KS
Edward Jones
Craig H
Series 63, Series 66
Louisburg, KS
Edward Jones
Emily M
CFP®, Series 66
Paola, KS
Edward Jones
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