Scott Brown, financial advisor Wayzata MN
93 score

Scott Brown

CRD Number: 1366741
Current Firm: Capital Asset Advisory Services, LLC

Scott Brown (CRD# 1366741) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Wayzata, MN and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Underdog Wealth Management LLC Maple Grove, MN Nov 2014 - Current 2
Capital Asset Advisory Services, LLC Haslett, MI Nov 2012 - Current 4
Invest Financial Corp. Tampa, FL Nov 2009 - Nov 2012 3
Financial Network Investment Corporation Mpls, MN Mar 1997 - Nov 2009 12
Lincoln Financial Group Mpls, MN Feb 1996 - Nov 2009 13
With Present Employer Brooklyn Pk, MN Jan 1985 - Nov 2009 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1985
Contact Info for Scott A. Brown
Phone Number: 517-339-7662
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    10,016
    ACCOUNTS
  • Average Account Value
    $111,979
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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

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