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Scott Hilpert

Advisor at UBS Financial Services

Updated today

Location

Ely, MN

Credentials

Series 63, Series 65

Industry experience

21 years

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

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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

Ely, MN

Most active in

Illinois · Minnesota · Texas

Work history

UBS Financial Services INc

2012 - Present (14 years)

Disclosures

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

Business activities & affiliations

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Series 63, Series 66

Ely, MN

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Alexander Stark is a financial advisor with Thrivent Investment Management in Ely, MN, holding Series 63 and Series 66 designations and having seven years of industry experience. He has been with Thrivent since 2018 and previously worked in retail positions at Kay Jeweler's and Men's Wearhouse. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across a broad range of planning topics. The firm allows clients to combine planning with managed accounts under a consolidated billing option while keeping these services separate.

Business ownership considerations
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Series 63, Series 65

Ely, MN

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

Series 66

Ely, MN

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Joseph W

Series 66

Ely, MN

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Business ownership considerations
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