Scott Matthew Friel

Current Employers

Employment History

• 01/2006 → 11/2019
  The Pacific Financial Group, Inc.
  Bellevue, WA
• 11/2020 → 01/2021
  Potomac Fund Management
  Miami, FL
• 11/2019 → 11/2020
  Absolute Capital Management, Llc
  Omaha, NE
• 05/2021 → 06/2024
  Securities America Advisors
  La Vista, NE
• 07/2019 → 05/2021
  Friel Financial Advisor Practice Consulting
  Omaha, NE
• 06/2024 → 10/2024
  Osaic Wealth, Inc.
  Jersey City, NJ
• 10/2024 → Present
  Assetmark Financial Holdings, Inc
  Omaha, NE

Previous Registrations

• 2024-06-14 → 2024-10-07
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 2021-05-26 → 2024-06-14
  Securities America Advisors, Inc.
  La Vista, NE
• 2020-12-03 → 2021-01-15
  Potomac
  Omaha, NE
  Bethesda, MD
• 2019-11-26 → 2020-11-02
  Absolute Capital Management, Llc
  Pittsburgh, PA
  Omaha, NE
• 2007-02-08 → 2019-11-18
  The Pacific Financial Group, Inc.
  Nashville, TN
• 2004-07-02 → 2005-12-31
  Qa3 Financial Llc
  Omaha, NE
• 2001-09-06 → 2002-11-18
  Sunset Financial Services, Inc.
  Omaha, NE

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 10/2024 - 160 HRS / MONTHLY - BUSINESS CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-15
• S63 Uniform Securities Agent State Law Examination
  1992-01-07

Other Names

• Scott Matthew Friel
• Scott Friel