AdvisorOS Directory
Claim Profile
SC

Scott Edward Caskey

SUMMIT INVESTMENT ADVISORY SERVICES, LLC·ROSEVILLE, Minnesota
Unclaimed Profile
3065 CENTER POINTE DRIVE, ROSEVILLE, MN 55113CRD# 5948473Firm CRD# 168594
01

About

Scott Edward Caskey is a registered financial advisor based in ROSEVILLE, Minnesota, affiliated with SUMMIT INVESTMENT ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT INVESTMENT ADVISORY SERVICES, LLC
SUMMIT INVESTMENT ADVISORY SERVICES
AUM
$562M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at SUMMIT INVESTMENT ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5948473
Firm CRD# 168594
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSEVILLE?

Browse all registered financial advisors in ROSEVILLE, Minnesota or claim this profile if it's yours.

Browse ROSEVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Scott Edward Caskey offer?
Scott Edward Caskey specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, Minnesota for a consultation.
What are Scott Edward Caskey's credentials?
Scott Edward Caskey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Edward Caskey located?
Scott Edward Caskey is based in ROSEVILLE, Minnesota, working with SUMMIT INVESTMENT ADVISORY SERVICES, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Scott Edward Caskey charge for services?
Scott Edward Caskey'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 SUMMIT INVESTMENT ADVISORY SERVICES, LLC?
SUMMIT INVESTMENT ADVISORY SERVICES, LLC has approximately 12 employees and manages $562M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ROSEVILLE
Steve Apfelbacher — EHLERS INVESTMENT PARTNERS, LLCPhil Cosson — EHLERS INVESTMENT PARTNERS, LLCPamela Kay Reinitz Ziermann — EHLERS INVESTMENT PARTNERS, LLCSean Patrick Mcdermott — SUMMIT INVESTMENT ADVISORY SERVICES, LLCDavid Paul Holleran — EHLERS INVESTMENT PARTNERS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile