Scott Neubauer, financial advisor Lake In The Hills IL

Scott Neubauer

CRD Number: 7898007
Current Firm: Jose Cuevas Inc. Dba Wisdom Investments Inc.

Scott Neubauer (CRD# 7898007) is an Investment Advisor Representative working at Jose Cuevas Inc. Dba Wisdom Investments Inc. in Lake In The Hills, IL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Jose Cuevas Inc. Dba Wisdom Investments Inc. Hoffman Estates, IL Apr 2024 - Current < 1
Solace Hospice & Palliative Care St. Charles, IL Dec 2023 - Current < 1
Scott Neubauer Lake In The Hills, IL Sep 2017 - Current 6
Watershed Ministries Elgin, IL Jun 2017 - Jan 2024 6
Church In The Word Elgin, IL Sep 2006 - May 2017 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2024
Contact Info for Scott J. Neubauer
Phone Number: 224-735-7185
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    37
    MILLIONS
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $151,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

IL

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