Scott Schroeder, financial advisor Duluth MN
93 score

Scott Schroeder

CRD Number: 5273729
Current Firm: Wells Fargo Advisors, LLC

Scott Schroeder (CRD# 5273729) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Duluth, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Fergus Falls, MN Jan 2011 - Current 5
Self Employed Farming Fergus Falls, MN Jun 1985 - Current 31
Wells Fargo Investments LLC Fergus Falls, MN Oct 2009 - Jan 2011 1
Sagepoint Financial, Inc. Phoenix, AZ Jan 2009 - Oct 2009 < 1
Aig Financial Advisors, Inc. Fergus Falls, MN Oct 2008 - Jan 2009 < 1
American General Securities Incorporated Fergus Falls, MN Nov 2007 - Oct 2008 < 1
Ameriprise Financial Services, Inc. Fergus Falls, MN Jan 2007 - Oct 2008 1
Ameriprise Financial Services, Inc. Fergus Falls, MN Feb 2007 - Aug 2007 < 1
Ameriprise Financial Services Fergus Falls, MN Nov 2006 - Feb 2007 < 1
Ameriprise Financial Services, Inc. Fergus Falls, MN Nov 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Contact Info for Scott Schroeder
Phone Number: 314-875-3000
Registered State(s):
  • MN
  • ND
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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