Scott Klimo, financial advisor Bellingham WA

Scott Klimo

CRD Number: 2488127
Current Firm: Saturna Capital Corporation

Scott Klimo (CRD# 2488127) is an Investment Advisor Representative working at Saturna Capital Corporation in Bellingham, WA and has over 28 years of experience in the finance industry.

Similar Advisors
James Allen, financial advisor Bellingham WA
James T. Allen
CRD# 1069257
Wells Fargo Advisors Financial Network, LLC
Similar Advisors
Steven Alvord, financial advisor Bellingham WA
Steven L. Alvord
CRD# 2375862
D.a. Davidson & Company
Similar Advisors
Richard Anderson, financial advisor Bellingham WA
Richard A. Anderson
CRD# 2231612
Royal Fund Management, LLC
Professional Designations
Company Name Location Dates Years
Saturna Capital Corporation Bellingham, WA Apr 2016 - Current 6
Saturna Investment Trust Belligham, WA Dec 2015 - Current 6
Saturna Investment Trust Bellingham, WA Jan 2014 - Current 8
Amana Mutual Funds Trust Bellinham, WA Aug 2012 - Current 10
Saturna Brokerage Services Bellingham, WA May 2012 - Current 10
Saturna Capital Corporation Bellingham, WA May 2012 - Mar 2016 3
Saturna Investment Trust Bellingham, WA Mar 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Scott F. Klimo
Phone Number: 360-594-9900
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    5,496
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $54,420,017
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, FL, GA, ID, IL, IN, MD, MI, ND, NV, NY, OH, TX, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Scott Klimo and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.