Scott Nelson, financial advisor Eden Prairie MN

Scott Nelson

CRD Number: 6268814
Current Firm: Boulay Financial Advisors, LLC

Scott Nelson (CRD# 6268814) is an Investment Advisor Representative working at Boulay Financial Advisors, LLC in Eden Prairie, MN and has over 9 years of experience in the finance industry. Scott Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Boulay Financial Advisors, LLC Minneapolis, MN Jan 2020 - Current 4
Robert Steffen & Associates Bloomington, MN May 2017 - Jun 2020 3
Cetera Advisor Networks Edina, MN Nov 2013 - May 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Scott E. Nelson
Phone Number: 952-893-9320
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,869
    MILLIONS
  • Total Number of Accounts
    3,853
    ACCOUNTS
  • Average Account Value
    $485,012
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MN, NY, SD, TX, WA, WI

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