Scott Nelson, financial advisor Bloomington MN
93 score

Scott Nelson

CRD Number: 6268814
Current Firm: Robert Steffen & Associates

Scott Nelson (CRD# 6268814) is an Investment Advisor Representative working at Robert Steffen & Associates in Bloomington, MN and has over 3 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
Cetera Advisor Networks Edina, MN Nov 2013 - Current 4
Self-employed Minnetonka, MN Nov 2013 - Nov 2013 < 1
Unemployed Minnetonka, MN May 2013 - Oct 2013 < 1
Gen Financial Management Plymouth, MN Feb 2009 - Apr 2013 4
Unemployed Winnebago, MN Aug 2008 - Jan 2009 < 1
Self-employed Landscaping Winnebago, MN Apr 2003 - Jul 2008 5
Jackson Hewitt Tax Service Mankato, MN Dec 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Scott E. Nelson
Phone Number: 952-884-7700
Registered State(s):
  • AZ
  • WI
  • MN
  • FL
By the Numbers
  • Total Assets Under Management
    508
    MILLIONS
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $2,022,994
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
Types of Clients
Registered States

AZ, FL, MN, WI

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

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