Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Dale Borgstahl is a financial advisor with over 40 years of experience in the financial services industry. Scott has a Series 6, Series 22, and Series 63 licenses, as well as the SIE exam. Currently, Scott is registered with LPL Enterprise, LLC in Minnesota and Oregon. Previously, Scott was registered with FBL Marketing Services, LLC in Minnesota and Lutheran Brotherhood Securities Corp in Minnesota. Scott offers various services, including financial planning, portfolio management for businesses and individuals, as well as educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
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2
MN
11/14/2024 - Present
LPL Enterprise, LLC (ST. LOUIS PARK MN)
MN
06/20/2001 - 05/10/2013
FBL MARKETING SERVICES, LLC (ST PETER MN)
MN
09/26/1983 - 06/14/2001
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 06/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/23/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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