SB
CFP
SB
CFP

Scott Bylsma

37 Years of Experience
Grand Rapids, MI
2 DisclosuresBroker

Scott Bylsma is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Grand Rapids, MI, with 37 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2025 E Beltline SE Ste 501, Grand Rapids, MI, 49546

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History

Regulatory History (2)
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
July 2004
Settled
Customer Dispute
November 2002
Closed-No Action
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
May 2012 - Present · 14 yrs 5 mos
Wells Fargo Advisors
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - June 2012 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1993 - June 2012 · 19 yrs
Anderson & Company, INC.Broker
October 1988 - November 1992 · 4 yrs 1 mo
State Registrations31 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.
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