Advisor Profile - Scott Simpson Scott Simpson is one of the over 1600 advisors that we currently work with. To get in touch with this advisor, please click here. For more information about our service, click here. Name: Scott Simpson Firm: Focus Financial Network, Inc. Location: Minneapolis, Minnesota Title: Certified Financial Planner™ Professional Individual IARD/CRD number: 1922303 Company SEC file/IARD number: 23131 Services Offered: Portfolio Management, Retirement Planning, Estate Planning, Educational Planning, Insurance, Taxes, Business Finances Mission Statement We are client centered. It is invaluable for us to learn about our client's goals, ambitions, hopes, and aspirations as well as their concerns. We work as a team with our clients and offer the best ideas, knowledge, strategies, services and products that we have identified over the last 24 years of experience and research. We strive to deliver excellent client service and encourage feedback, which adds to our objective of continually improving our client services and relationships. As part of our service policy, clients are offered comprehensive retirement projections and asset allocation models. We offer three techniques for managing risk in portfolios. We also try to reduce expenses whenever possible. Company's minimum portfolio size: $100K Company's minimum net worth: $250K Types of investments * handled: Stocks, Stock Mutual Funds, Bonds, Bond Mutual Funds, Annuities Age: 59 Years of Experience: 24 Educational Background: BA, Child Psychology and Sociology - University of Minnesota MA, Family Social Science - University of Minnesota Professional licenses and other qualifications: Certified Financial Planner ™ Practitioner, Series 7, Series 63, Registered Investment Advisor (RIA) (State or SEC) or RIA representative Number of years at current company: 3 Number of years at previous company: 11 Prefers to meet:   In person or via phone and/or e-mail Fluent in the following foreign languages: None listed Size of firm:  100 - 999 employees Is comfortable with the following client interactions: » Advisor makes decision without having to consult you » Advisor makes decision but checks with you first » You make decisions and guide the advisor   * Securities offered through Royal Alliance Associates, Inc., Member NASD, SIPC