Scott Oeth, CFP®, ChFC®, MSFS
Edina, Minnesota, 55410
Member Since 2005
Scott and his experienced partners use a multi-disciplinary approach to help clients reach their financial goals and make sound money decisions. Scott has been named one of “The Top 50 Most Experienced Independent Financial Advisors” by Business Week Magazine and also serves as an Adjunct University Professor training others in the graduate CFP® program.
My Location
Background Information
Years of Financial Experience
- 15
Education
- Ball State University (BS Corporate Finance, Ball State University)
- The American College (MSFS)
Certifications and Designations
- CFP®
- ChFC®
- MSFS
Association Memberships
- Financial Planning Association
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
- Fidelity
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: None
- Insurance Licenses: None
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review, Investment management is core function, however I have a specialty in retirement planning. I am an adjunct faculty member at local universities where I teach on investment and financial planning topics.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Visit Website - http://www.cahillfa.com
