Scott James Munkvold
Investment adviser representative at Financial Solutions Advisory Group
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$935MFirm assets
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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
- Pension consulting
Experience
23 years in the industry.
- Financial Solutions Advisory Group, Inc.Mar 2003 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, IL).
Financial Solutions Advisory Group
Legal name: Financial Solutions Advisory Group, Inc.
$935MAssets managed
360Clients
8Advisers
23 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
- 4631867
- Firm CRD
- 125218