SM
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Scott Mcquillen

7 Years of Experience
Bloomington, MN
Broker

Scott Mcquillen is a registered investment advisor at Usi Securities, INC., based in Bloomington, MN, with 7 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 139 clients.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

USI Securities does not directly manage investments for individuals. They provide recommendations to institutional clients who then select an outside advisor to manage their retirement plans. USI Securities does not formulate or directly provide investment advice on individual securities.

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Location

8000 Norman Center Drive, Suite 610, Bloomington, MN, 55437

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Usi Securities, INC.Broker
June 2023 - Present · 2 yrs 11 mos
Usi Securities, INC.
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - December 2022 · 1 yr 1 mo
Ameritas Advisory Services
August 2019 - November 2021 · 2 yrs 3 mos
Obs Financial
December 2017 - July 2019 · 1 yr 7 mos
State Registrations1 state
MN
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.
Scott Mcquillen - Financial Advisor | TrueAdvisor