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Scott A. Wetzel, JD Profile
Scott A. Wetzel, JD

@ScottAWetzel

Followers
5K
Following
1K
Media
293
Statuses
476

Wayzata, MN
Joined January 2020
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@ScottAWetzel
Scott A. Wetzel, JD
7 months
RT @SkyViewPartners: Are you seeking efficient financing options for your wealth management practice? We are pleased to introduce our lates…
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@skyview_one
SKYVIEW 1
8 months
SKYVIEW 1 provides RIAs with a customizable consumer banking application curated for high-net-worth households. Learn more: https://t.co/95JlAnYvKD. SKYVIEW 1 is a technology company, not a bank. Banking accounts and services are provided by Grasshopper Bank, N.A., Member FDIC.
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@SkyViewPartners
SkyView Partners
8 months
Excited to announce the closing of a $7,101,100 loan for a Connecticut Hybrid! This fixed-rate term loan facilitated a successful practice acquisition. #FixedRateLoan #LoanClosing #Acquisition #FinancialAdvisor
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@ScottAWetzel
Scott A. Wetzel, JD
9 months
We’re back in business!
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@SkyViewPartners
SkyView Partners
9 months
Ending the year on a high note with a $16,743,800 loan closing for a Texas RIA! This fixed rate term loan was utilized for internal succession. #FixedRateLoan #LoanClosing #InternalSuccession #FinancialAdvisor
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@SkyViewPartners
SkyView Partners
9 months
East Coast closing of a $1,050,000 loan for a Connecticut RIA! This fixed rate term loan was utilized for internal succession. #FixedRateLoan #LoanClosing #Succession #FinancialAdvisor
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@ScottAWetzel
Scott A. Wetzel, JD
1 year
$1B funded with ZERO loan loss - Chief Credit Officer, Jim Melland immortalized with a bobblehead :)
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@SkyViewPartners
SkyView Partners
1 year
The financial landscape is changing rapidly, and client expectations are higher than ever. Are you ready to meet these rising demands? Key Highlights: •The shift from basic financial advice to detailed planning and innovative solutions •The growing demand for comprehensive
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@SkyViewPartners
SkyView Partners
1 year
"Selling" and "retiring" do not have to mean the same thing. Many of our clients challenge the conventional image of a seller in the wealth management industry. Unlike the typical notion of sellers being on the brink of retirement, numerous successful sales have involved
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@SkyViewPartners
SkyView Partners
1 year
At SkyView, our unique position as an advocate and agent for our clients allows us to advise and consult on your deal, ensure it is bankable, and identify the right bank partner for your business’s strategic needs. Our team possesses a comprehensive understanding of wealth
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@APBOExchange
APBOE
1 year
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@APBOExchange
APBOE
1 year
ABPBOE® provides a dedicated wealth management industry online marketplace for buyers and sellers to search, select and finance advisory practice M&A via an optimized online user experience!
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@APBOExchange
APBOE
1 year
The Advisory Practice Board of Exchange is a financial advisor marketplace to buy and sell wealth management practices. #WealthManagement #InvestmentBanks #Fintech
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@APBOExchange
APBOE
1 year
APBOE® is a neutral site for multiple third-party valuation providers, M&A consultants, investment banks, and independent broker dealers to list sellers, search buyers, and ultimately sell practices. #WealthManagement #InvestmentBanks #Fintech
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@APBOExchange
APBOE
1 year
PurchasingPower™ is a scoring methodology that gauges the credit worthiness and readiness of a buyer’s ability to acquire another wealth management practice. #PURCHASINGPOWER #FINANCIALSERVICES #FINTECH
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@SkyViewPartners
SkyView Partners
1 year
Starting the week off strong with a $6,955,000 loan closing for a MN/FL RIA! This conventional fixed rate loan was utilized for practice acquisition. #loanclosing #practiceacquisition #fixedrateloan
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@SkyViewPartners
SkyView Partners
1 year
Second loan closing this week for an Ohio RIA! This conventional fixed rate loan was utilized for practice acquisition. #loanclosing #practiceacquisition #fixedrateloan
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@SkyViewPartners
SkyView Partners
1 year
Loan closing for an Alabama RIA! This conventional fixed rate loan was utilized for practice acquisition.
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@ScottAWetzel
Scott A. Wetzel, JD
2 years
New on @APBOExchange! This is an opportunity to acquire a Wisconsin-based. The ideal buyer will have a broker dealer relationship and the capability to support the firm's alternative investment activities. Log in or sign up to indicate interest: https://t.co/L75wDEg84M
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