SW
SW

Scott Gregory Weinzierl

16 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningTax PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,003 clients
Average Client Portfolio
$220K average
Assets Under Management
$220.8M

Fee Structure

Minimum Investment:None
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Location

3728 Bemidji Avenue N., Suite C, Bemidji, MN, 56601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is an investment advisor with Sutterfield Financial-RIA, dedicating about half of his time to this role. He also owns Fieldstone Financial Inc., where he works as a financial advisor and sells insurance, spending about a quarter of his time on this business. Additionally, Scott owns two rental real estate properties since 2002.

Employment History
Current Registrations
Sutterfield Financial Group, INC.
January 2014 - Present · 12 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2013 - December 2023 · 10 yrs 10 mos
Sagepoint Financial, INC.Broker
July 2009 - August 2011 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
May 2008 - June 2009 · 1 yr 1 mo
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.