Scott Weinzierl
Scott Weinzierl is a registered investment advisor at Sutterfield Financial Group, INC., based in Bemidji, MN, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,003 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFG provides investment management services for an annual fee based on the amount of your portfolio. The fee ranges from 0.40% to 2.40% per year, depending on the size of your portfolio and the services provided. The fee is charged quarterly, based on the market value of your investments on the last day of the previous quarter.
Location
3728 Bemidji Avenue N., Suite C, Bemidji, MN, 56601
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.