Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Duane Rustad is a financial advisor based in Preston, MN. Scott has been in the financial industry since 2001. Scott is currently registered with Cetera Investment Advisers LLC and has been with the firm since July 2017. Previous experience includes roles at Lincoln Investment, Primevest Financial Services, Inc., Great American Advisors, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company and Lutheran Brotherhood Securities Corp. Scott holds a Series 6, Series 63, Series 65, and SIE license. Scott also has a special interest in retirement planning, estate planning, insurance, and college savings.
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.
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
07/25/2017 - Present
Cetera Investment Advisers LLC (PRESTON MN)
MN
08/02/2010 - 11/03/2010
LINCOLN INVESTMENT (PRESTON MN)
MN
10/08/2010 - 10/12/2010
PRIMEVEST FINANCIAL SERVICES, INC. (PRESTON MN)
MN
02/18/2004 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (PRESTON MN)
MN
02/04/1998 - 10/13/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/04/1998 - 10/13/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/07/1988 - 04/12/1990
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 7/17/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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