DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Mark Robert Scherer
Chartered Financial Consultant
Feed of 09/14/2026
At current firm
0 y
since Feb 2, 2026
In the industry
34 y
since Mar 12, 1992 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Watch Advisors, Inc independent RIA currentsince Feb 2, 2026 · Omaha, Ne
- Brookstone Capital Management LLC independent RIANov 1, 2019 to Feb 2, 2026 · Omaha, Ne
- Specialized Advisors formerJan 29, 2019 to Oct 12, 2019 · Omaha, Ne
- Secure Investment Management, LLC independent RIANov 18, 2016 to Jan 24, 2019 · Omaha, Ne
- Cambridge Investment Research Advisors, Inc. BD affiliatedJan 2, 2014 to Oct 28, 2016 · Valley, Ne
- Voya Financial Advisors, Inc. BD affiliatedMar 10, 2006 to Dec 31, 2013 · Red Oak, Ia
- New England Securities Corporation formerAug 22, 2005 to Mar 8, 2006 · Omaha, Ne
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Capital Management LLC to Wealth Watch Advisors, Incleft Feb 2, 2026, registered Feb 2, 2026 (0 days) · RIA to RIA
- Specialized Advisors to Brookstone Capital Management LLCleft Oct 12, 2019, registered Nov 1, 2019 (20 days) · RIA to RIA · moved with a team
- Secure Investment Management, LLC to Specialized Advisorsleft Jan 24, 2019, registered Jan 29, 2019 (5 days) · RIA to a newly registered adviser · moved with a team
- Cambridge Investment Research Advisors, Inc. to Secure Investment Management, LLCleft Oct 28, 2016, registered Nov 18, 2016 (21 days) · Other
- Voya Financial Advisors, Inc. to Cambridge Investment Research Advisors, Inc.left Dec 31, 2013, registered Jan 2, 2014 (2 days) · Other
- New England Securities Corporation to Voya Financial Advisors, Inc.left Mar 8, 2006, registered Mar 10, 2006 (2 days) · Other
Signals
- Mark Robert Scherer left Brookstone Capital Management Llc for Wealth Watch Advisors, Inc (registered 2026-02-02)Feb 2, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address