# DAVID SCOTT TRETTEL

DAVID SCOTT TRETTEL is an investment adviser representative (IAR) with state registration records since 2015, appearing at 8 firms. Currently registered with BEACON FINANCIAL STRATEGIES CORP..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BEACON FINANCIAL STRATEGIES CORP.](https://search.stillhousedata.com/firm/132987) | 2024-10-29 | present | Yes |
| [ROBERT W. BAIRD & CO. INCORPORATED](https://search.stillhousedata.com/firm/8158) | 2023-08-02 | 2024-01-25 | — |
| [STRATEGIC WEALTH INVESTMENT GROUP, LLC](https://search.stillhousedata.com/firm/165474) | 2022-06-15 | 2023-01-23 | — |
| [PROSPERA FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/10740) | 2022-01-12 | 2022-04-20 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2020-08-13 | 2022-01-20 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2015-11-10 | 2020-07-27 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2015-09-15 | 2015-10-23 | — |
| [MUTUAL OF OMAHA INVESTOR SERVICES, INC.](https://search.stillhousedata.com/firm/611) | 2015-04-20 | 2015-08-17 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6432359)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6432359.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.