HomeTeam MemberScott Nelson

Scott Nelson

Scott Nelson

Scott Nelson

CFA®, CFP®
Senior Wealth Advisor

Scott joined Boulay Financial Advisors, LLC in 2019 and has more than 10 years of experience in wealth management, financial planning and portfolio analysis. Scott provides wealth management services to individuals and assists clients in defining and achieving their financial goals and objectives.

Involvement

  • Financial Planners Association — Member/Committee Volunteer
  • BestPrep — Summer Camp Volunteer
  • CFAMN Book Club

Education

  • San Francisco State University — MBA
  • University of Minnesota — B.A. Finance and Accounting
  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • FINRA Series 66 Registered

Personal Interests

  • Taking in the art and music scene of the Twin Cities
  • Repurposing junk to create art
  • Playing golf and tennis, biking the great trails of the upper Midwest

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Investment Advisory Services offered through Boulay Financial Advisors, LLC a SEC Registered Investment Advisor. Certain Third Party Money Management offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Registered Representatives of Valmark Securities, Inc. are located at the Minneapolis/Eden Prairie office(s). See Valmark’s Form CRS.

Boulay PLLP and Boulay Financial Advisors, LLC are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. FINRA | SEC | SIPC | ©2021-2024 Boulay | All rights reserved.