Scott Kottke
Scott Kottke is a registered investment advisor at Transamerica Retirement Advisors, LLC, based in Rogers, MN, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 212,858 clients with $16B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.95% |
| $150K - $1000K | 0.90% |
| $1M+ | 0.80% |
You may qualify for a breakpoint fee reduction based upon certain products and/or services purchased and held through Transamerica. The fee breakpoint or discount, if attained, is applied to the entire balance of the account, not only the portion of the account that exceeds the breakpoint.
Fee Estimator
Location
Rogers, MN
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Scott volunteers as a youth flag football coach and a youth hockey coach in his local community. These activities are not investment-related and take a few hours per week each.
Employment History
Current Registrations
Transamerica Investors Securities, LLCBroker
Transamerica Retirement Advisors, LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Tcf Investments, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations52 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.