Unclaimed
Scott Bernard Wilkins is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since December 31, 1990. Wilkins is registered as a Registered Representative (RA) in Minnesota. The firm has a physical branch office in Minneapolis, MN. Previously, Scott Bernard Wilkins was employed by IDS Life Insurance Company in Minneapolis, MN. Scott Bernard Wilkins is a licensed securities professional with a Series 7, Series 63, Series 24, Series 51, and Series 4 license. Scott Bernard Wilkins provides financial services including portfolio management for individuals, pension consulting, financial planning, asset allocation services, publication of periodicals, and selection of other advisors.
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.
Asset allocation services
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.
1
2
MN
12/17/2013 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/01/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2007
Series 4 - Registered Options Principal Examination
BC
Issued 08/26/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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