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Raymond Scott Louden

Westpoint Wealth Management, LLC

Berea, OH

CRD 2299421

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Employer firm

Westpoint Wealth Management, LLC CRD 310883

$106M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Westpoint Wealth Management, Llc

56 Front St, Berea, OH 44017 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2020-10-14
  • OH RA
    APPROVED
    Since 2020-10-14

Branch Locations

56 Front St, Berea, OH 44017 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Boardman OH 11/2015 09/2019
Mml Investors Services Llc Boardman OH 01/2016 10/2019
Amfg Wealth Management Llc Westlake OH 01/2020 11/2020
Westpoint Wealth Management, Llc Berea OH 10/2020 Present
Mml Investors Services Llc Boardman OH 09/2016 10/2019
Westpoint Wealth Management, Llc Berea OH 01/2020 Present
Previous Registrations
  • 2020-01-10 → 2020-11-03
    Berea, OH
  • 2016-09-13 → 2019-10-03
    Pittsburgh, PA
    Boardman, OH
    Boardman, OH
  • 2014-02-05 → 2015-12-01
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 2005-03-25 → 2014-01-08
    New England Securities
    Highland Hills, OH
    Canfield, OH
    Cleveland, OH
Other Businesses

1. WESTPOINT WEALTH MANAGEMENT LLC/RISK MANAGEMENT INC, 66 FRONT ST, BEREA, OH 44017; AGENT; FIXED PRODUCT SALES; INVESTMENT RELATED; 80 HRS/MON DURING SECURITY TRADING HRS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-02-02
  • S63 Uniform Securities Agent State Law Examination
    2017-02-02
Other Names
  • R Scott Louden
  • Scott Louden

View on SEC IAPD

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