Scott Brannan, financial advisor Bismarck ND
83 score

Scott Brannan

CRD Number: 4553880
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Scott Brannan (CRD# 4553880) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Bismarck, ND and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Marion, IA Sep 2009 - Current 7
Morgan Stanley Smith Barney Bismark, ND Jun 2009 - Sep 2009 < 1
Citigroup Global Markets Inc. Bismarck, ND Jul 2005 - Sep 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Scott M. Brannan
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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