SCOT PETER ROCHE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2022-10-05 | present | Yes |
| WIPFLI FINANCIAL ADVISORS, LLC | 2013-07-03 | 2022-10-12 | — |
| LCV WEALTH MANAGEMENT, LTD. | 2010-11-12 | 2011-09-26 | — |
| WIPFLI HEWINS INVESTMENT ADVISORS LLC | 2010-11-12 | 2013-08-09 | — |
| LCV WEALTH MANAGEMENT, LTD. | 2002-12-17 | 2010-11-01 | — |
| LCV WEALTH MANAGEMENT, LTD. | 2002-12-17 | 2004-12-31 | — |