Scott Wentsel, CFP®, CFA Wentsel Wealth Management, LLC

Contact this advisor

About Scott Wentsel, CFP®, CFA

Scott Wentsel, President, has spent his 30-year career learning everything he can about the investment industry as an executive, portfolio manager, educator, and financial product development expert. Throughout his career, he has maintained a focus on financial planning and education. He has been a Certified Financial Planner™ certificant since 1996 and a Chartered Financial Analyst charter holder since 2005. He has been an adjunct professor in DePaul University’s department of finance since 2011 and spent eight years teaching graduate courses at Lake Forest Graduate School of Management as well.

Here are some career highlights:
• Chief Investment Officer, Americas, Morningstar Investment Management
• Trustee, ALPS Variable Investment Trust
• Adjunct Professor, DePaul University
• Senior portfolio manager, Ibbotson Associates Investment Advisory Group
• Executive director, product solutions group, Van Kampen Investments/Morgan Stanley
• Vice president of product development, Scudder Kemper Investments

Here is information on his educational background:
• Master of Business Administration, with honors, University of Chicago Booth School of Business, 1996
• Bachelor of Arts in economics, University of Illinois, Champaign-Urbana, 1984
• Certified Financial Planner™ certificant since 1996

Contact this advisor

Recently Published

This advisor has no recent blog posts.

Visit the blog →

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly fee: $100+/mo and $500+ upfront
  • AUM: 0.70%
  • Flat fee: Varies by project

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...