Lottsa Financial Services, Inc.
Lottsa Financial Services, Inc. (CRD# 118995) is a financial advisory firm headquartered in Minneapolis, MN. They manage $18,982,260 in 275 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts275ACCOUNTS
Average Account Value$69,026
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Scott Beers (CRD# 4499344) is an Investment Advisor Representative working at Lottsa Financial Services, Inc. in Minneapolis, MN and has over 16 years of experience in the finance industry. Scott Beers 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.