Robert W. Baird &
47yrs
Top advisor by experience in Traverse City
35yrs
Scott C Hackney
Financial advisor at Independent Wealth Management
At a glance
Experience35 years (since 1991)
How that compares ?Top 8% by experience nationwide
Office236 1/2 E. Front St, Traverse City, MI 49684
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Independent Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2011 – nowIndependent Wealth Management, LLCCurrent firm
- Mar 2010 – Dec 2010Independent Wealth Management, LLCPreviously
- 1999 – 2009National Planning CorporationPreviously
Questions to ask Scott
Tailored to Scott’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Independent Wealth Management at 231-929-1086 and ask for Scott C Hackney. Scott works from the Traverse City, MI office.
How long has Scott been a financial advisor?
Scott has been in the industry since 1991, about 35 years. Top 8% by experience nationwide.
What licenses does Scott hold?
Series 63. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Scott paid?
Independent Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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