meet

scott

CFA

cio of personal financial management

overland park, ks

bio

Scott Wightman joined intellicents in 2018 as the Chief Investment Officer of Personal Financial Management Services. Scott’s responsibilities include monitoring and overseeing investment and asset allocation policy. In addition to his responsibilities as CIO of Personal Financial Management Services, Scott also works as a consultant to plan sponsors and wealth management clients for intellicents in Kansas City. Prior to joining intellicents, Scott worked as a financial analyst for Sprint and Adknowledge. Most recently, he worked for American Century Investments providing consultative support to financial advisors on investment products offered through American Century. In addition, Scott earned his Charter Financial Analyst® (CFA) designation in 2017 and is a member of the Kansas City CFA Society.

 

Scott is passionate about the financial markets and enjoys building goal oriented investment solutions to meet clients unique needs and objectives. He is focused on understanding each client’s unique set of financial needs and circumstances to build comprehensive financial plans tailored to meet specific client objectives.

education & certifications

Scott graduated from the University of Kansas Business School with a double major in Accounting and Finance and holds the following designations and has previously passed securities exams:

 

  • Charter Financial Analyst® (CFA)

  • Series 7 – General Securities Representative

  • Series 63 – Blue Sky Securities Law

  • Series 65 -- Uniform Investment Advisor

my idea of

living the dream

The ability to maintain my desired lifestyle without a regular paycheck.

dream job

this is my

Building investment solutions that help other people realize their dreams.

this is how i

make it real

Traveling, skiing, fishing, enjoying the outdoors and spending time with friends & family.

toll free 800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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