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Scm Investment Services CRD 285240
$3.10M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8530 Eagle Point Blvd Suite 100, Lake Elmo, MN 55042 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-17 |
| IN | RA | APPROVED | 2021-01-07 |
Branch Locations
8530 Eagle Point Blvd Suite 100, Lake Elmo, MN 55042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sabela Consulting Group, Inc. | Lake Elmo | MN | 03/2014 | Present |
Dejan Ilijevski is engaged with an independent online financial membership service called NWI WealthCare, which he founded in June 2023. This service operates entirely online and is distinctly separate from his role at SCM Investment Services. NWI WealthCare is categorized as a non-advisory service, offering general financial information and education primarily and personalized investment advisory services only upon direct request by members, as detailed in the service brochure. Dejan holds the position of manager at NWI WealthCare. Although he dedicates less than 10% of his time to this role, he ensures that these activities do not overlap with his primary business hours at SCM Investment Services. He does not receive any compensation for his role in NWI WealthCare. Dejan's involvement is structured to prevent any conflict with his responsibilities and duties at SCM Investment Services. Operational procedures, including domain and email addresses for NWI WealthCare, are maintained distinctly to ensure a clear separation from SCM Investment Services. This structure, along with the operational measures in place, is designed to ensure that Dejan's engagement with NWI WealthCare does not compromise the high level of service and fiduciary duty he owes to his clients at SCM Investment Services. Furthermore, NWI WealthCare is specifically designed to support individuals and families who may not have the resources to afford traditional financial advisory services, highlighting Dejan's commitment to providing accessible financial guidance. This arrangement emphasizes Dejan's primary professional dedication to SCM Investment Services clients, ensuring that his outside business activities do not detract from his responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-01 |
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