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Scott Collison

40 Years of Experience
Pierre, SD
1 DisclosureBroker

Scott Collison is a registered investment advisor at Edward Jones, based in Pierre, SD, with 40 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

1601 North Harrison Suite 4, Pierre, SD, 57501-0000

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History

Regulatory History (1)
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Customer Dispute
March 2001
Denied
Other Business Activities

Scott is a trustee for two farms, one in Rushmore, MN and another in Norfolk, NE, since 2012. He spends minimal time on these activities.

Employment History
Current Registrations
Edward Jones
April 1997 - Present · 29 yrs 1 mo
Edward JonesBroker
August 1985 - Present · 40 yrs 9 mos
State Registrations29 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.