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Scott Frederick Rewey

Okabena Investment Services Inc

Minneapolis, MN

CRD 2515664

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Employer firm

Okabena Investment Services Inc CRD 111162

$2.12B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • PORTFOLIO MANAGEMENT FOR FAMILY LLCS AND LPS

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

Current Employers
Okabena Investment Services Inc

4200 Ids Center 80 S Eighth Street, Minneapolis, MN 55402-4523 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-09-25
  • MN RA
    APPROVED
    Since 2025-09-25

Branch Locations

4200 Ids Center 80 S Eighth Street, Minneapolis, MN 55402-4523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Whitebox Advisers Minneapolis MN 05/2008 12/2017
Okabena Investment Services Inc Minneapolis MN 07/2022 Present
Oxford Financial Group, Ltd. Minneapolis MN 02/2018 07/2022
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-10-26
  • S63 Uniform Securities Agent State Law Examination
    1994-10-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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THRIVENT ASSET MANAGEMENT, LLC
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Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan

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HAYS FINANCIAL GROUP, LLC · MINNEAPOLIS, MN
THRIVENT ASSET MANAGEMENT, LLC · MINNEAPOLIS, MN
THRIVENT PRIVATE INVESTMENTS · MINNEAPOLIS, MN

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