Scott James Kuester
Investment adviser representative at LPL Financial LLC
15 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- First Interstate BankJul 2022 to now
- LPL Financial LLCJul 2022 to now
- Great Western Investments & InsuranceOct 2021 to Jul 2022
- Great Western Bank (acquired By First Interstate Bank)Jun 2018 to Jul 2022
- Great Western Investment and InsuranceJul 2017 to Jul 2022
- Raymond James Financial Services Advisors Inc.Jun 2017 to Jul 2022
- Raymond James Financial Services, Inc.Jun 2017 to Jul 2022
- Cetera Investment Services LLCJul 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4474473
- Firm CRD
- 6413