Scott Douglas Cheshire

Employer firm

Financial Network Wealth Advisors LLC CRD 318842

$515M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/2017 → Present
  Darsco, Llc Dba Jim Barlow Advisors
  Layton, UT
• 09/2019 → Present
  Dba P4 Wealth
  Layton, UT
• 03/2022 → Present
  Darsco, Llc Dba Plan4Wealth - Layton (Plan4Wealth)
  Layton, UT
• 02/2022 → 01/2023
  Kitesco, Llc
  Layton, UT
• 08/2022 → Present
  Financial Network Wealth Advisors Llc Dba Plan4Wealth Llc
  Layton, UT
• 01/2002 → 03/2022
  Cetera Advisor Networks Llc
  El Segundo, CA

Other Businesses

1. VARIOUS INSURANCE CARRIERS, INSURANCE, REPRESENTATIVE, LIFE, ANNUITIES AND LONG-TERM CARE; 2. WRITE ERISA BONDS WITH HARTFORD, HELP 401K CLIENTS REMAIN COMPLIANT THROUGH ISSUANCE OF ERISA BONDS; 3. NAME OF OTHER BUSINESS: ENRG (LAYTON HILLS CHAPTER); INVESTMENT RELATED: NO; ADDRESS: 27 S MAIN STREET LAYTON, UT 84041 NATURE OF BUSINESS: NETWORKING GROUP; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 5 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: CONDUCT WEEKLY MEETINGS AND ENCOURAGE CHAPTER GROWTH. 4. NAME OF OTHER BUSINESS: DARSCO, LLC DBA(FORMERLY JIM BARLOW ADVISORS); DBA P4 WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2019; POSITION/TITLE/RELATIONSHIP: BOOKKEEPING AND MARKETING ENTITY USED FOR INVESTMENT ADVISORY ACITIVIES; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING/MARKETING ENTITY 5. NAME OF OTHER BUSINESS: OCSRAD LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: REAL ESTATE HOLDING ; START DATE: 04/2019 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER / MANAGER APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: MANAGE OFFICE PROPERTY ; 6. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS LLC DBA PLAN4WEALTH LLC - CRD# 318842; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 8/2022; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-03
• S63 Uniform Securities Agent State Law Examination
  2001-08-06