Scott Joseph Wilson

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2012 → 09/2016
  U.S. Bancorp Investments, Inc.
  Saint Peters, MO
• 09/2016 → Present
  Commonwealth Financial Network
  San Diego, CA
• 09/2016 → Present
  Compass Financial
  St. Peters, MO

Previous Registrations

• 2012-03-30 → 2016-09-07
  U.S. Bancorp Investments, Inc.
  Saint Peters, MO
  Saint Peters, MO
• 1999-02-11 → 2012-04-02
  Edward Jones
  St Peters, MO

Other Businesses

1) PART OWNER OF COMPASS FINANCIAL. ENTITY CREATED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS. INVESTMENT RELATED AND CONDUCTED AT BRANCH LOCATION. 2) FIXED INSURANCE SALES CONDUCTED UNDER COMPASS FINANCIAL. INVESTMENT RELATED AND CONDUCTED AT BRANCH LOCATION. 3) NOTARY PUBLIC AT BRANCH LOCATION, NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2025-08-22
• S63 Uniform Securities Agent State Law Examination
  1993-09-28