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Scott James Munkvold

FINANCIAL SOLUTIONS ADVISORY GROUP, INC.·CHICAGO, Illinois
Clean record23 years registeredFINANCIAL SOLUTIONS ADVISORY GROUP, INC.
8700 W. BRYN MAWR AVENUE, SUITE 410-N, CHICAGO, IL 60631CRD# 4631867Firm CRD# 125218

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott James Munkvold · CHICAGO, IL
Registration
CRD #4631867 · FINANCIAL SOLUTIONS ADVISORY GROUP, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL SOLUTIONS ADVISORY GROUP
Mar 2003 – present
02

Registrations & Exams

Registration record
First registered · March 28, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
CRD 125218 · SEC 801-62068
AUM
$730M
Regulatory assets under management
Employees
10
350 client accounts
Services offered by FINANCIAL SOLUTIONS ADVISORY GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL SOLUTIONS ADVISORY GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Scott James Munkvold offer?
Scott James Munkvold specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Scott James Munkvold's credentials?
Scott James Munkvold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott James Munkvold located?
Scott James Munkvold is based in CHICAGO, Illinois, working with FINANCIAL SOLUTIONS ADVISORY GROUP, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Scott James Munkvold charge for services?
Scott James Munkvold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SOLUTIONS ADVISORY GROUP, INC.?
FINANCIAL SOLUTIONS ADVISORY GROUP, INC. has approximately 10 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL SOLUTIONS ADVISORY GROUP, INC.

Mark Christopher Soehn
CHICAGO, IL
Scot A Jurczyk
CHICAGO, IL

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