Scott Dittmar Oehrle
Investment adviser representative at Kestra Advisory Services, LLC
26 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Signature Select WealthFeb 2021 to now
- Kestra Advisory Services, LLCApr 2016 to now
- Kestra Investment Services, LLCApr 2000 to now
- Marbury Wealth ManagementFeb 2000 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2142657
- Firm CRD
- 283330