SB
SB

Scott Blumhoefer

4 Years of Experience
New Ulm, MN
BrokerSells Insurance

Scott Blumhoefer is a registered investment advisor at Cetera Investment Advisers LLC, based in New Ulm, MN, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1321 N Broadway, New Ulm, MN, 56073

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Scott sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also offers financial services and fixed insurance products through CSV Financial Advisors LLC, and works as a strategic business consultant for Carlsonsv, a full-service accounting firm; these activities each take about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLCBroker
September 2021 - Present · 5 yrs
Previous Registrations
Cetera Advisor Networks LLC
September 2021 - June 2023 · 1 yr 9 mos
State Registrations5 states
COFLMNMTWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
Scott Blumhoefer - Financial Advisor | TrueAdvisor