Scott Brischke is a CFP-designated registered investment advisor at True Financial Group, based in Cedar Park, TX, with 27 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 667 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Financial Group offers wrap portfolio management and comprehensive portfolio management services. Specific investment management fee schedules and percentages are detailed in a separate wrap fee program brochure.
Location
1464 E Whitestone Blvd, Suite 1601, Cedar Park, TX, 78613
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Regulatory History
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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Scott owns multiple real estate properties, including single-family homes, commercial property, and a vacation rental. He also serves as CFO for Roof Joker, a residential roofing company, and manages a long-term residential rental property, dedicating minimal time to each of these activities.
Employment History
Current Registrations
True Financial Group
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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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