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Scott Charles Robbins
Feltl Advisors
28 Years of Experience
3 Disclosures
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Feltl Advisors
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
15 advisors
Number of Clients
385 clients
Average Client Portfolio
$344K average
Assets Under Management
$132.4M
Fee Structure
Minimum Investment:
$10K
Financial Planning:
Investment management only
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Location
One Carlson Parkway North, Suite 225, Plymouth, MN, 55447
Get directions
History
Regulatory History (3)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
January 2012
Denied
Customer Dispute
January 2008
Denied
Customer Dispute
June 2002
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Feltl Advisors
December 2013 - Present · 12 yrs 2 mos
Feltl & Company
Broker
August 2013 - Present · 12 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
Broker
December 2005 - August 2013 · 7 yrs 8 mos
H&r Block Financial Advisors, INC.
Broker
February 2002 - December 2005 · 3 yrs 10 mos
Fidelity Brokerage Services LLC
Broker
March 2001 - October 2001 · 7 mos
Dean Witter Reynolds INC.
Broker
September 1996 - February 2001 · 4 yrs 5 mos
State Registrations
5 states
IA
MN
MT
ND
WI
Advisor
Broker
Both
Exams
No exam information available for this advisor.
Scott Charles Robbins - Financial Advisor | TrueAdvisor