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

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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

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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

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