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Scott C Marek

Improve the economic well-being and quality of life for every client.

Maia Wealth, LLC
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Denver

CO

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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Maia Wealth, LLC 2 years Dec 2017 - Present
Mml Investors Services LLC 3 years Feb 2015 - Feb 2018
Massmutual Life Insurance Company 3 years Feb 2015 - Feb 2018
Northwestern Mutual Investment Services, LLC 2 years Jan 2013 - Jan 2015
Northwestern Mutual Life Insurance Company 2 years, 8 months May 2012 - Jan 2015
The Pinery 2 years, 4 months Jan 2010 - May 2012
University of Colorado 3 years, 8 months Sep 2009 - May 2013
Papa Murphy's 2 years, 7 months Jun 2007 - Jan 2010

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Scott Marek

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 4, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Maia Wealth, LLC

Last updated on May 29, 2019
    • $30.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 296
      Accounts
    • $102.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements