Unclaimed Profile

Scott Ray Powell

MEMBERS CAPITAL ADVISORS, INC.·MADISON, Wisconsin

SIE, Series 7, Series 9, Series 24, Series 53, Series 63, Series 65CFAClean record25 years registeredMEMBERS CAPITAL ADVISORS, INC.

5910 MINERAL POINT RD, MADISON, WI 53705CRD# 2233137Firm CRD# 105960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Ray Powell · MADISON, WI

Registration

CRD #2233137 · MEMBERS CAPITAL ADVISORS, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MEMBERS CAPITAL ADVISORS, INC.

ADVISORY SERVICES NETWORK

Aug 2020 – Dec 2024

Fort Atkinson, WI

OBS FINANCIAL

Sep 2018 – Aug 2020

WAUKESHA, WI

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.

Sep 2016 – Oct 2016

PHOENIX, AZ

MEMBERS CAPITAL ADVISORS, INC.

Jun 2008 – Feb 2016

MADISON, WI

CUNA BROKERAGE SERVICES, INC.

Jan 2007 – Feb 2016

MADISON, WI

VIRCHOW KRAUSE WEALTH MANAGEMENT LLC

Sep 2003 – Sep 2006

MILWAUKEE, WI

JACOBUS WEALTH MANAGEMENT INC

Feb 2001 – Aug 2003

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · February 16, 2001

Years registered · 25

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEMBERS CAPITAL ADVISORS, INC.

CRD 105960 · SEC 801-18140

AUM

$35.5B

Regulatory assets under management

Employees

350 client accounts

Services offered by MEMBERS CAPITAL ADVISORS, INC.

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

View all advisors at MEMBERS CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Scott Ray Powell offer?

Scott Ray Powell specializes in Wealth Management.

What are Scott Ray Powell's credentials?

Scott Ray Powell holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Scott Ray Powell located?

Scott Ray Powell is based in MADISON, Wisconsin, last registered with MEMBERS CAPITAL ADVISORS, INC..

How does Scott Ray Powell charge for services?

Scott Ray Powell's firm is compensated through percentage of aum, subscription fees, other: fee from affiliates.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEMBERS CAPITAL ADVISORS, INC.?

MEMBERS CAPITAL ADVISORS, INC. has approximately 64 employees and manages $35.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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