user avatar

Scott Allan Hilpert

Advisor at UBS Financial Services — Ely, MN

Updated today

Credentials

Series 63, Series 65

Experience

21 years

Location

Ely, MN

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,340

Across 993 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

Scott Hilpert is a financial advisor with UBS Financial Services in Ely, MN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Hilpert supports outdoor activities through Takedown Outdoors LLC, providing instruction and event support related to outdoor sports. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management, using proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad platform that includes custody, underwriting, and securities-backed lending.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Ely, MN

Ely MN

Advisors at this office

1

Most active in

Illinois · Minnesota · Texas

Work history

21 years of industry experience

UBS financial Services INC

2012 - Present • 14 years

Barrington, IL

Morgan Stanley

2009 - 2012 • 3 years

Barrington, IL

Citigroup Global Markets

2005 - 2009 • 4 years

Barrington, IL

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

William S

Series 63, Series 65

Ely, MN

Private Advisor Group, LLC

William Snuggerud is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Investors Financial Group, LPL Financial, and UBS Financial Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to advisory programs. The firm employs a fiduciary model that integrates client goals with portfolio management and manager selection, utilizing technology platforms and a range of investment strategies.

Annuities Founder/Business Owner
user avatar

Alexander S

Series 63, Series 66

Ely, MN

Thrivent Investment Management

Alexander Stark is a financial advisor with Thrivent Investment Management in Ely, MN, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Thrivent in 2018, he worked at Kay Jeweler's for two years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across various topics such as retirement and estate planning. The firm offers a combination of planning and managed-account services under a consolidated billing option while maintaining separate advisory roles.

Business ownership considerations
user avatar

Daniel P

Series 63, Series 65

Ely, MN

LPL Financial

Daniel Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at Linsco/Private Ledger Corp. for 20 years and Wells Fargo Investments for 2 years. Outside of advisory services, he is involved with Peterson Wealth Advisors LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Jeffrey S

Series 63, Series 65

Ely, MN

Edward Jones

Jeffrey Sundell Jr. is a financial advisor with Edward Jones in Ely, MN, holding Series 63 and Series 65 licenses and offering 36 years of industry experience. He has been with Edward Jones since 2001. Sundell serves as chairman of the board for the Ely Area Community Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Erika P

Series 66

Ely, MN

Edward Jones

Erika Peterson is a Series 66 credentialed financial advisor with Edward Jones in Ely, MN. She has been with Edward Jones since 2023 and also has experience in small business and community roles, including involvement with a yoga studio and a restaurant. Edward Jones is a full-service wealth management firm serving over four million clients with a wide range of investment and advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Laura L

Series 66

Ely, MN

LPL Financial

Laura Lamppa is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2017 and previously at Investment Centers of America from 2015 to 2017. Lamppa is also affiliated with Frandsen Bank & Trust, where she has been associated since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional programs.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)