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Scott Richard Wernecke

Investment adviser representative at Mma Securities LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeCommissionsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Marsh Mclennan AgencyFeb 2024 to now
  2. Mma Securities LLCFeb 2024 to now
  3. Commonwealth Financial NetworkOct 2023 to Feb 2024
  4. Lincoln InvestmentMay 2013 to Oct 2023
  5. Mammini CompanyApr 2013 to Feb 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007

State registrations

Registered as an investment adviser representative in 1 state (CA).

Mma Securities LLC

$0Assets managed
10,839Clients
153Advisers
11 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
5153370
Firm CRD
44254
Advisor's SEC record (opens in a new tab)
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