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Scott Thomas Aune

Northwest Financial Advisors LLC

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About Scott Thomas Aune

Scott Thomas Aune is a financial advisor with over 20 years of experience in the industry. Scott has held positions at several prominent firms, including Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, and Prudential Securities Incorporated. Currently, Scott is a Registered Representative with Northwest Financial Advisors LLC. Scott specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Scott is a Certified Financial Planner and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Scott is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Scott Aune is currently registered with Northwest Financial Advisors LLC. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, VA. The firm has been serving clients since 2002 and currently manages over $1.6 billion in assets for a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Northwest Financial Advisors LLC is committed to providing personalized financial advice and helping its clients achieve their financial goals.
Northwest Financial Advisors LLC

200 SPRING STREET

HERNDON, VA 20170

$1.65B

Assets Under Management

340

Total Clients

25

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Scott Aune’s Registration & Firm History

VA

09/11/2015 - Present

Northwest Financial Advisors LLC (HERNDON VA)

VA

09/16/2005 - 08/28/2015

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MCLEAN VA)

MO

07/01/2003 - 09/16/2005

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

05/21/1999 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MN

07/17/1998 - 11/16/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/17/1998 - 11/16/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/20/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 07/16/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Thomas Aune.
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