Scott Frederick Rewey
Investment adviser representative at Okabena Investment Services Inc
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.1BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Okabena Investment Services IncJul 2022 to now
- Oxford Financial Group, Ltd.Feb 2018 to Jul 2022
- Whitebox AdvisersMay 2008 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (MN).
Okabena Investment Services Inc
$2.1BAssets managed
148Clients
4Advisers
31 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
- 2515664
- Firm CRD
- 111162