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Charles S

Series 65, Series 66

Shoreview, MN

Solidity Financial LLC

Charles Scott is a financial advisor at Solidity Financial LLC with Series 65 and Series 66 credentials and three years of industry experience. His work history includes roles at Kestra Advisory Services, LLC, Solidity Financial LLC, Solidity Tax, LLC, Augsburg University, and U.S. Bancorp Investments, Inc. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm uses a low-cost, passive strategic core supplemented by tactical asset management and emphasizes risk management and fiduciary duty in retirement account advising.

General tax planning Wealth management Passive / index investing Active portfolio management Real estate investing
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Brandon W

CFP®, Series 65, Series 66

Shoreview, MN

Solidity Financial LLC

Brandon Wood is a CFP® with 18 years of industry experience, currently serving as an advisor at Solidity Financial LLC. His prior roles include positions at Kestra Advisory, Securus Wealth Management, and Cambridge Investment Research. Wood owns a tax preparation business, Solidity Tax, LLC, although he is not actively involved in its day-to-day operations. Solidity Financial LLC provides comprehensive financial planning and discretionary investment management to individuals, families, trusts, estates, foundations, and small businesses. The firm employs a low-cost, passive strategic core investment approach supplemented by tactical asset management and select active managers, emphasizing risk management and fiduciary responsibility.

General tax planning Wealth management Passive / index investing Active portfolio management Real estate investing
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