Scott Alan Kanai

Current Employers

Employment History

• 02/2002 → 04/2018
  Lpl Financial Llc
  Grand Rapids, MI
• 04/2018 → Present
  Cwm, Llc
  Omaha, NE
• 04/2018 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2022 → Present
  Kanai Wealth Management Group
  Grand Rapids, MI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-09-27 → 2018-04-16
  Lpl Financial Llc
  Caledonia, MI
  Comstock, MI
  Grand Haven, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Wyoming, MI
  Holland, MI
  Hudsonville, MI
  Kentwood, MI
  Hudsonville, MI
  Grand Rapids, MI

Other Businesses

1.NAME OF OTHER BUSINESS: CWM, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 04/2018 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE 2.NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 04/2018 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3.NAME OF OTHER BUSINESS: CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2018 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 4. NAME OF OTHER BUSINESS: COLUMBINE PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS CONDO OWNERSHIP; START DATE: 5/2022; POSITION/TITLE/RELATIONSHIP: DIRECTOR / TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OVERSEE CONDO ASSOCIATION; 5.NAME OF OTHER BUSINESS: KANAI INVESTMENTS, LLP INVESTMENT RELATED: NO ADDRESS: 3860 BALSAM ST, WHEAT RIDGE, CO 80033 NATURE OF BUSINESS: REAL ESTATE START DATE: 11/2008 POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWN TWO DUPLEXES AND A VACATION HOME 6.NAME OF OTHER BUSINESS: OSCEOLA, LLC INVESTMENT RELATED: NO ADDRESS: 3860 BALSAM ST, WHEAT RIDGE, CO 80033 NATURE OF BUSINESS: REAL ESTATE START DATE: 08/2014 POSITION/TITLE/RELATIONSHIP: PART OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWN TWO DUPLEXES AND A VACATION HOME 7. NAME OF OTHER BUSINESS: CELADON NEW TOWN OFFICE THREE CONDOMINIUM ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 675 16TH ST, HOLLAND, MI 49423; NATURE OF BUSINESS: CONDO ASSOCIATION; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: SECRETARY; APX NUMBER OF HOURS PER WEEK: 0-1; APX NUMBER OF HOURS DURING TRADING HOURS: 0-1; BRIEF DESCRIPTION OF DUTIES: REVIEW BUDGET AND INFORMATION SENT FROM PROPERTY MANAGEMENT COMPANY; 8.NAME OF OTHER BUSINESS: KANAI WEALTH MANAGEMENT GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2022; POSITION/TITLE/RELATIONSHIP: OWNER/WEALTH ADVISOR/REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-24
• S63 Uniform Securities Agent State Law Examination
  1990-08-13

Designations