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Scott Charles Robbins

Feltl Advisors

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About Scott Charles Robbins

Scott Robbins is a financial advisor with over 20 years of experience in the industry. Scott is a registered representative of Feltl Advisors and also holds a license as an Investment Advisor Representative in the state of Minnesota. Scott has previously worked for WELLS FARGO ADVISORS, LLC, H&R BLOCK FINANCIAL ADVISORS, INC., FIDELITY BROKERAGE SERVICES LLC and DEAN WITTER REYNOLDS INC.

Firm Information

Scott Robbins is currently registered with Feltl Advisors. Feltl Advisors is a registered investment adviser located in Plymouth, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. They also offer other services such as selection of other advisers and wrap accounts through non-affiliated providers. Feltl Advisors has approximately $120,639,894 in regulatory assets under management.
Feltl Advisors

ONE CARLSON PARKWAY NORTH

PLYMOUTH, MN 55447

$120.64M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap accounts through non-affiliated providers

Wrap accounts through non-affiliated providers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets under outside management

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Scott Robbins’s Registration & Firm History

MN

12/20/2013 - Present

Feltl Advisors (PLYMOUTH MN)

MN

12/02/2005 - 08/13/2013

WELLS FARGO ADVISORS, LLC (MINNETONKA MN)

MI

02/22/2002 - 12/07/2005

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

RI

03/09/2001 - 10/10/2001

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

09/13/1996 - 02/22/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/16/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 09/12/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Scott Charles Robbins. Review regulatory record here.
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