Scott Erisman
Scott Erisman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Joplin, MO, with 30 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 Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
300 E 32nd St, Joplin, MO, 64804
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Scott is an officer on the Finance Committee for the Joplin Schools Foundation and a Board Member for Forrest Park Church. These activities involve providing financial guidance and business planning, requiring minimal time commitment.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Mercantile Investment Services, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
Fidelity Distributors CorporationBroker
State Registrations12 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.
Exams
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