Ryan Scott (CRD# 5145622) is an Investment Advisor Representative working at Principal Securities, Inc. in Minnetonka, MN and has over 12 years of experience in the finance industry. Ryan Scott 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scott Wealth Planning LLC | Saint Cloud, MN | Oct 2019 - Current | 4 |
| Principal Securities Inc. | Saint Cloud, MN | Mar 2016 - Current | 8 |
| Principal Life Insurance Company | Saint Cloud, MN | Nov 2009 - Current | 14 |
| Princor Financial Services Corporation | Minnetonka, MN | Nov 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
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