Unclaimed
Scott Biermann is an investment advisor representative with Mutual Advisors, LLC. Scott has been in the financial services industry since January 21, 1989. Scott provides a variety of financial planning and advisory services to individuals, families, and businesses. Scott is licensed to provide advisory services in multiple states, including Missouri and Texas. Scott is committed to helping clients achieve their financial goals.
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.
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.
Hourly consulting
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
NE
02/06/2023 - Present
Mutual Advisors, LLC (OMAHA NE)
MO
07/01/2013 - 11/17/2017
FIRST HEARTLAND CAPITAL, INC. (CLAYTON MO)
RI
03/23/1998 - 07/08/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MN
11/22/1994 - 03/17/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
PA
01/04/1989 - 11/08/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 07/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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