Scot Patrick Sageser

Current Employers

Employment History

• 06/2007 → 08/2024
  World Equity Group, Inc.
  Bremerton, WA
• 03/2007 → Present
  Legalshield
  Bremerton, WA
• 02/2023 → Present
  Doll & Defender, Llc
  Bremerton, WA
• 05/2015 → Present
  Defender Financial Services Group
  Bremerton, WA
• 09/2024 → 09/2025
  Avantax Investment Services Inc.
  Bremerton, WA
• 09/2024 → 09/2025
  Avantax Advisory Services
  Bremerton, WA
• 09/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Bremerton, WA
• 05/2015 → Present
  Defender Financial Services Group Dba Fraternal Advisors Network
  Bremerton, WA
• 02/2017 → Present
  Scottish Rite Scholarship Foundation Of Washington
  Kenmore, WA
• 11/2017 → Present
  Franklin Lodge No 5
  Port Gamble, WA
• 02/2019 → Present
  Valley Of Bremerton Scottish Rite
  Bremerton, WA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-11 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Bremerton, WA
• 2007-09-12 → 2024-09-12
  World Equity Group, Inc.
  Poulsbo, WA
  Schaumburg, IL
  Schaumburg, IL
  Montana City, MT
  Bremerton, WA
• 2007-06-27 → 2007-09-27
  Financial Leadership Advisors, Inc.
  Poulsbo, WA
  Alpharetta, GA
• 2005-05-10 → 2007-06-19
  Investors Capital Corp.
  Tulsa, OK
  Poulsbo, WA
  Lynnfield, MA
• 2002-12-16 → 2005-05-12
  Eastern Point Advisors Inc.
  Poulsbo, WA

Other Businesses

1)VALLEY OF BREMERTON SCOTTISH RITE; Secretary; We provide scholarships and sponsor Early Life Speech and Language. NIR; HRS 10; HRS 0; 02/02/2019; 878 5th St, Bremerton WA 98337; General Management and oversight of calendar, operations, record keeping and operations. 2)SCOTTISH RITE SCHOLARSHIP FOUNDATION OF WASHINGTON; Vice President; Funds students in higher education through scholarships and grants. NIR; HRS 5; HRS 0; 02/02/2017; 6830 NE Bothell Way, Suite C-421, Kenmore WA 98028; Involved in providing leadership, professional guidance and help in allocating scholarship and fellowships. 3)FRANKLIN LODGE NO 5; Secretary; We provide a place for fellowship, education and professional development. NIR; HRS 5; HRS 0; 11/15/2017; 5 Rainier Ave, Port Gamble WA 98364; Management of calendar, keep minutes, provide communication and public relations. 4)RITE CARE OF WASHINGTON DBA EARLY LIFE SPEECH AND LANGUAGE; Board of Directors â?" President. We treat children with Speech Therapy. NIR; HRS 10; HRS 0; 09/22/2023; 506 W. 2nd Ave. Spokane, WA 99201 Phone (509) 838-2310, Spokane WA 99201; Run board meetings, Recruit and public speaking. 5)WILLIAM H. UPTON NAVAL AND MILITARY LODGE NO 206; Secretary; We also do charitable work such as feeding the homeless, providing resources for homeless youth. IR; HRS 4; HRS 0; 11/21/2015; 878 5th St, Bremerton WA 98337; Responsible to keep the Books and records, keep minutes, provide support and guidance. 6)LEGALSHIELD; Independent Contractor; LegalShield is an online legal service company. NIR; HRS 5; HRS 0; 07/01/2007; 500 PACIFIC AVE, SUITE 200, Bremerton WA 98337; Listen to customer and determine if there is a need and could benefited from services 7)WASHINGTON MASONIC SERVICES & GRAND LODGE OF WASHINGTON; Vice President; Mission is to assist Masons and others in need. NIR, HRS 5; HRS 0; 06/13/2018; 4970 Bridgeport Way W, University Place WA 98467; Provide leadership, communication and oversight of Management and operations. 8)DOLL AND DEFENDER LLC; Governor; Health, and Property and Casualty Insurance; NIR; HRS 3; HRS 1; 02/15/2023; 500 Pacific Ave, Suite 200, Bremerton WA 98337; Sale of insurance products and services. Educate and meet with clients. 9(MELALEUCA; Member; Marketing of Home goods products. NIR; HRS 1; HRS 0; 11/01/2009; 28742 Shaggy Dog Ln NE, Poulsbo WA 98370; I use Melaleuca to buy healthcare products. 10)ACN INC.; Member; Communication products.; HRS 1; HRS 0; 03/01/2010; 28742 Shaggy Dog Ln NE, Poulsbo WA 98370; I use ACN Inc. to buy products. 11)DEFENDER FINANCIAL SERVICES GROUP DBA FRATERNAL ADVISORS NETWORK, DBA DEFENDER INSURANCE; Investment, Tax, estate, retirement, financial, insurance, and charitable planning. IR; HRS 130; HRS 100; 05/11/2015; 500 PACIFIC AVE, SUITE 200, Bremerton WA 98337; Assess your relevant financial information to decide on a financial plan. 12)GRAND COUNCIL ROYAL & SELECT MASTERS OF WASHINGTON; Governor; The organization that teaches good behavior, good government, and good business in the community. NIR; HRS 0; HRS 0; 05/12/2023; 878 5th St, Seabeck WA 98380; I no longer have any role, or title with this entity and am working to get my 13)WILLIAM H. UPTON NAVAL AND MILITARY LODGE NO 206; Secretary; Organization focused on improving our community. IR; HRS 4; HRS 0; 11/21/2015; 878 5th St, Bremerton WA 98337; Responsible to keep the Books and records, keep minutes, provide support and guidance. OUTSIDE INSURANCE SALES; Agent; Sale and marketing of fixed insurance policies. NIR; HRS 20; HRS 10; 07/14/2007; 500 Pacific Ave, Suite 200, Bremerton WA 98337; Duties are to provide clients with options for necessary coverage.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-25
• S63 Uniform Securities Agent State Law Examination
  1993-09-20

Other Names

• Scot Patrick Sageser
• Scot P Sageser
• Scot Sageser