Unclaimed
Scott Kragh is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Willmar, MN. Scott has over 8 years of experience in the financial services industry. He is a registered representative with FINRA and a Registered Investment Advisor (RIA) in Minnesota. He specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Prior to joining Raymond James, Scott was with Sagepoint Financial, Inc. Scott is committed to providing personalized and comprehensive financial guidance to help 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
12/05/2022 - Present
Raymond James Financial Services Advisors, Inc. (WILLMAR MN)
MN
05/01/2014 - 12/06/2022
SAGEPOINT FINANCIAL, INC. (WILLMAR MN)
BOTH
Issued 10/23/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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