Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot Colgrove is an investment advisor representative registered with The Colony Group, LLC. Scot has been in the industry for over 17 years. The Colony Group, LLC is a fee-based financial advisory firm that provides financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Scot is located in the St. Louis office of The Colony Group, LLC. Scot has a Series 63, Series 65 and Series 7 license. Scot is a Certified Financial Planner. Scot's previous experience includes working at Consolidated Financial Investments, Inc. and Northwestern Mutual Investment Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (ST LOUIS MO)
MO
03/30/2006 - 11/21/2007
CONSOLIDATED FINANCIAL INVESTMENTS, INC. (ST. LOUIS MO)
WI
03/09/2006 - 03/20/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 02/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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