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Scott Joseph Dauenhauer

Meridian Wealth Management, Inc

Murrieta, CA

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Current Employers
Meridian Wealth Management, Inc

Murrieta, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2019-04-29
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2019-04-29

Branch Locations

Murrieta, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meridian Wealth Management, Inc. Murrieta CA 12/2004 Present
Other Businesses

Mr. Dauenhauer receives royalties from the sales of his book "Wild West: Providing Fiduciary Advice to Public School Employees." Wild West is a book written by Scott Dauenhauer for financial advisors who want to work with public school employees. Royalties are less than $100 per year. Scott mostly gives the book away for free to encourage advisors to work with public school employees. Since June 2019, Scott has worked part-time as treasurer for 403bwise.org, a non-profit 501(c)3 that educates public school employees on their retirement programs. Scott provides education through podcasts, writing, online events, co-hosts the Teach and Retire Rich podcast, and speaks at in-person events. Scott writes and edits for 403bwise and strategically plans the organization's direction. 403bwise.org is not an investment organization, but it does provide education that covers investing and other retirement-related topics. He spends on average 40 hours a month working with 403bwise.org. The number of hours he devotes to 403bwise.org during securities trading hours is approximately 10 hours a month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-17
S63 Uniform Securities Agent State Law Examination 1997-09-26
  • S65 Uniform Investment Adviser Law Examination
    1999-12-17
  • S63 Uniform Securities Agent State Law Examination
    1997-09-26
Designations
Other Names
  • Scott J Dauenhauer

View on SEC IAPD

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