Scott Notman
Scott Notman is a registered investment advisor at Ameriprise Financial Services, LLC, based in Bloomington, MN, with 5 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
8500 Normandale Lake Blvd, Ste 1070, Bloomington, MN, 55437
Get directionsHistory
Regulatory History (1)
Criminal
July 2010Other Business Activities
Scott is a co-owner of Woelfle-Notman LLC since August 2023. He spends about 60 hours per month on this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 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.
Exams
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