Scott Edward Wucherpfennig
Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Seminars and workshops
Experience
20 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Investment Services LLCJan 2026 to now
- Foward Financial BankOct 2010 to now
- Osaic Wealth, Inc.Jan 2024 to Jan 2026
- Woodbury Financial Services IncDec 2021 to Jan 2024
- Cetera Investment Advisers LLCJan 2014 to Dec 2021
- Cetera Investment Services LLCJul 2006 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 4639084
- Firm CRD
- 105644