Scott Chelberg is a CFP-designated registered investment advisor, based in Carlsbad, CA, with 40 years of industry experience.
Location
5857 Owens Avenue, Suite 110, Carlsbad, CA, 92008
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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 a director for a non-profit foundation, president of Retirement Solutions, Inc., and owner of a sole proprietorship for insurance sales. He also works nearly full-time as an investment advisor for The Ameriflex Group and is a passive investor in the same company.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Retirement Solutions, INC.
Sterling Financial Management, LLC
Sunamerica Securities, INC.Broker
Titan/value Equities Group, INC.Broker
Mony Securities CORP.Broker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations18 states
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.