Ed Scheer MBA, CFP®, ChSNC®

Experience

• 

  Vantage Business Partners

  Dec 2006 - Jan 2013

  Owner/ Principal

  -- Develop and implement comprehensive financial planning solutions for families and business owners-- Consult with clients’ business, banking and tax advisors to deliver integrated and collaborative recommendations-- Advise on strategic real estate and business investments

• 

  Waddell & Reed

  May 2013 - Jun 2021

  Waddell & Reed Financial Advisor

  Financial Advisor with Waddell & Reed (W&R). While at W&R, we provided financial planning, investment management and insurance protection. This position ended when W&R was sold to Macquarie Asset Management. Our team (TriWealth Partners) migrated over to LPL Financial.

• 

  TriWealth Partners

  Jan 2019 - now

  Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

  • LPL Financial Advisor

    Jun 2019 - now

  • LPL Financial Advisor

    Jan 2019 - now