Brian Hegstad is a registered investment advisor at Scs, based in Bellevue, WA, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,167 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCS manages investments through its own program and LPL's program. Fees for the LPL program are negotiable, up to 2.60% annually. This fee includes LPL's program fee, a strategist fee (if applicable), and SCS's advisor fee (up to 2.00%). Fees are paid quarterly in advance. SCS advisory representatives are compensated through salary and structured bonus and are incented to bring assts to the firm and to establish new client relationships. They do not make more or less because they recommend a particular investment management program.
Location
10900 NE 8th Street, 15th Floor - Suite 1550, Bellevue, WA, 98004
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Regulatory History (1)
Financial
June 2017Other Business Activities
Brian operates under the DBA "SCS" for his LPL business, dedicating minimal time. He is also the business owner of Masterfully Minted, LLC, spending a few hours per week. Brian works nearly full-time as a Registered Investment Advisor (IAR) under the DBA "SCS".
Employment History
Current Registrations
Scs
LPL Financial LLCBroker
Previous Registrations
Pathstone
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Country Capital Management CompanyBroker
AXA Advisors, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations9 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.