Scott Van Tasell (CRD# 1369133) is an Investment Advisor Representative working at Edward Jones in Pella, IA and has over 38 years of experience in the finance industry. Scott Van Tasell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5641788
Primerica Advisors
CRD# 4973485
Omni Wealth Management
CRD# 6042940
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | Pella, IA | Jan 1985 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- AZ
- IA
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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