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Scott Alan Roberts

Advisor at Edward Jones — Lake Shore, MN

Updated today

Credentials

Series 66

Experience

16 years

Location

Lake Shore, MN

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Scott Roberts is a financial advisor with Edward Jones in Lake Shore, MN, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Lake Shore, MN

Lake Shore MN

Advisors at this office

1

Most active in

Minnesota

Work history

16 years of industry experience

Edward Jones

2009 - Present • 17 years

Sint Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert F

Series 65

Crosslake, MN

Parsonex Advisory Services, Inc.

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations College savings (529s, UTMA, etc.)
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Thomas T

Series 63

Brainerd, MN

Private Advisor Group, LLC

Thomas Teasck is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds a Series 63 designation and has worked at Private Advisor Group since 2013, concurrently serving at LPL Financial since 2012 and Bruce Johnson & Associates since 1991. He is also involved in a CPA affiliate program through Bruce Johnson & Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing clients access to third-party managers and proprietary programs.

Annuities Founder/Business Owner
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Diane R

Series 63

Pequot Lakes, MN

Independent Financial Group, LLC

Diane Rook Johnson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 30 years of industry experience. She has been with Independent Financial Group since 2014 and has maintained a long-term association with Western Fraternal Life since 1983. Outside of her advisory role, she is involved in farming and beekeeping as a 50% owner, and she owns and manages several rental properties jointly with her spouse. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management services using both proprietary and third-party models, incorporating a blend of passive and active investment strategies.

Wealth management Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired
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Eric N

Series 66

Brainerd, MN

Private Advisor Group, LLC

Eric Nesheim is a Series 66 credentialed financial advisor with 14 years of industry experience. He has been with Private Advisor Group, LLC since 2015 and is also associated with LPL Financial since 2012. Nesheim operates an investment advisory business under the name DeRosier and Associates in Brainerd, MN. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and a variety of technology platforms and investment strategies, often implementing advice through third-party managers and wrap program services.

Annuities Founder/Business Owner
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Brian D

Series 63, Series 65

Brainerd, MN

Private Advisor Group, LLC

Brian Derosier is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Private Advisor Group since 2012 and also associated with LPL Financial since 2011. In addition to his advisory work, he is a Notary Public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and a variety of managed account solutions. The firm employs a fiduciary-based advisory model and uses multiple investment strategies, often implementing advice through third-party managers and technology platforms.

Annuities Founder/Business Owner
user avatar

Riley D

Series 66

Brainerd, MN

Private Advisor Group, LLC

Riley De Rosier is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. Riley has experience working with LPL Financial LLC and previously operated DeRosier & Associates. Outside of finance, Riley has been involved with local baseball organizations, including Brainerd/Baxter Baseball and youth sports programs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a variety of managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model that incorporates diverse investment strategies and technology tools.

Annuities Founder/Business Owner
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