Scott G. Weinzierl
SUTTERFIELD FINANCIAL GROUP
BEMIDJI, MN 56601
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CRD#: 5505828
Professional summary
Scott Gregory Weinzierl, CFP® is a registered financial advisor currently at SUTTERFIELD FINANCIAL GROUP, INC. located in Bemidji, Minnesota.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Scott has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. SUTTERFIELD FINANCIAL-RIA. INVESTMENT ADVISOR. INVESTMENT RELATED. 08/2011. 80 HRS/MO. 501 E. 4TH STREET. BARTLESVILLE, OK 74003.
2. DBA: FIELDSTONE FINANCIAL INC., INC.,NO,3728 BEMIDJI AVE. N STE. C, BEMIDJI, MN 56601, OWNER,2009,50HRS/MONTH,40HRS/MONTH,FINANCIAL ADVISOR/INSURANCE.
3. SCOTT WEINZIERL,NOT INVESTMENT RELATED. 218 APPLEBLOSSOM LANE W. SHAKOPEE, MN 55379,AND 8969 PARTRIDGE ROAD, ST. BONIFAUX, MN 55375. OWNER,2002,1,0,2 RENTAL REAL ESTATE PROPRERTIES
4. SCOTT WEINZIERL, LANDLORD. PASSIVE INVESTMENT. 2 RENTAL PROPERTIES. OWNER. SINCE APPROX. 2002. OWNED AND RENTED TWO HOMES FOR 10 YEARS.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Gregory Weinzierl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2023
Experience
Current
January 28, 2014 - Present
SUTTERFIELD FINANCIAL GROUP, INC.
Office #1: 3728 Bemidji Avenue N. Suite C, Bemidji, MN 56601RIA
CRD#: 115652
BEMIDJI, MN
Past
February 4, 2013 - December 31, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
BEMIDJI, MN
Past
July 2, 2009 - August 25, 2011
OSAIC SERVICES, INC.
BD
CRD#: 133763
BEMIDJI, MN
Past
May 7, 2008 - June 18, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
EDINA, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SUTTERFIELD FINANCIAL GROUP, INC.
BENEFITS PLUS | UNITED FINANCIAL ADVISORS | TALLGRASS WEALTH MANAGEMENT | SUTTERFIELD FINANCIAL GROUP, INC. | STRICKLAND FINANCIAL CONCEPTS, LLC | SPRINGFIELD FINANCIAL GROUP, LLC | ROBERT HILL & ASSOCIATES FINANCIAL SERVICES | PINNACLE CAPITAL MANAGEMENT, INC. | PAR FINANCIAL GROUP | ORION FINANCIAL GROUP | NEELY FINANCIAL SERVICE, INC. | MEREDITH DEKKER FINANCIAL SERVICES, LLC | LONGVIEW FINANCIAL SOLUTIONS, LLC | GRAMM FINANCIAL SERVICES, LLC | FREEDOM FINANCIAL GROUP | FIELDSTONE FINANCIAL, INC. | CHAD M. CENTORBI, INC.
CRD#: 115652 / SEC#: 801-63652
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Oklahoma
Registered Investment Advisory firm - (1/6/2005 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Minnesota(1/28/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SF
SUTTERFIELD FINANCIAL GROUP, INC.
BENEFITS PLUS | UNITED FINANCIAL ADVISORS | TALLGRASS WEALTH MANAGEMENT | SUTTERFIELD FINANCIAL GROUP, INC. | STRICKLAND FINANCIAL CONCEPTS, LLC | SPRINGFIELD FINANCIAL GROUP, LLC | ROBERT HILL & ASSOCIATES FINANCIAL SERVICES | PINNACLE CAPITAL MANAGEMENT, INC. | PAR FINANCIAL GROUP | ORION FINANCIAL GROUP | NEELY FINANCIAL SERVICE, INC. | MEREDITH DEKKER FINANCIAL SERVICES, LLC | LONGVIEW FINANCIAL SOLUTIONS, LLC | GRAMM FINANCIAL SERVICES, LLC | FREEDOM FINANCIAL GROUP | FIELDSTONE FINANCIAL, INC. | CHAD M. CENTORBI, INC.
CRD#: 115652 / SEC#: 801-63652
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Oklahoma
Registered Investment Advisory firm - (1/6/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Se Fourth Street, Bartlesville, OK 74003
Mailing Address
Phone number
(918) 338-2255
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (18 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,280 |
| AUM (Assets Under Management) | $ 220,821,609 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/26/2025 | ||
| 10/07/2024 | ||
| 04/26/2024 | ||
| 09/13/2023 |
Red Flags
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