Scott Weinzierl
Scott Weinzierl is a registered investment advisor at Sutterfield Financial Group, INC., based in Bemidji, MN, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 1,129 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.40% |
Fees range from 0.40% to 2.40% annually depending on portfolio size and services rendered. Fees are negotiable.
Fee Estimator
Location
3728 Bemidji Avenue N., Suite C, Bemidji, MN, 56601
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an investment advisor with Sutterfield Financial-RIA, dedicating about half of his time to this role. He also owns Fieldstone Financial Inc., where he works as a financial advisor and sells insurance, spending about a quarter of his time on this business. Additionally, Scott owns two rental real estate properties since 2002.
Employment History
Current Registrations
Sutterfield Financial Group, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, INC.Broker
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
More Advisors
- Macy Labraaten, ChFC
- Gina Rypkema, CFPAscentis Independent Advisors, LLC
- Glenn Seibel, ChFCCambridge Investment Research Advisors, INC.
- Jacob Bartz, CFPEvexia Wealth, LLC
- Sara Labraaten, ChFCState Farm Investment Management CORP.
- Eileen Bretschneider, CFPEdward Jones