Scott T Moorhead

Employer firm

Wisdom Financial Services, L.l.c. CRD 127385

$779M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2007 → Present
  Moorhead Patterson & Company, P.C
  Davenport, IA
• 08/2016 → Present
  Wisdom Financial Services, L.L.C.
  Geneseo, IL

Other Businesses

Moorhead Patterson & Company, P.C. CPA's; 3910 Lillie Avenue Davenport, IA 52806 Certified Public Accounting Firm; Non-investment related. CPA/Partner 160 hours per month. Tax preparation, auditing and monthly general ledger work.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-18