Scott A. Billeadeau

WALRUS PARTNERS

Golden Valley, MN

Some features on this profile are disabled

CRD#: 1682962

Professional summary

Scott Allen Billeadeau CFA, who also goes by Scott A Billeadeau, Scott Allen Billeadeau, is a registered financial advisor currently at WALRUS PARTNERS, LLC located in Golden Valley, Minnesota.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott A Billeadeau | Scott Allen Billeadeau

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Member, Archdiocese of Saint Paul and Minnesota Pension Board of Trustees (2023- Present) 777 Forest St N, St Paul, MN 55106 Provide guidance on Investment Policy and implementation (8-10 hours per quarter) Member of the Investment Committee, Catholic Community Foundation of Minnesota (2019 - Present) Court West Suite 500, 2610 University Avenue West St. Paul, MN 55114 Provide guidance on Investment Policy and implementation (8-10 hours per quarter) Chair, Investment Review Committee, Nativity of our Lord Catholic Church (2009 - Present) 1900 Wellesley Avenue Saint Paul, Minnesota 55105 Provide guidance on Investment Policy and implementation (8-10 hours per quarter)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allen Billeadeau CFA's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 31, 2014 - Present

WALRUS PARTNERS, LLC

RIA

CRD#: 115071

Golden Valley, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

WALRUS PARTNERS, LLC

PALADIN INVESTMENT ASSOCIATES | WALRUS PARTNERS, LLC

CRD#: 115071 / SEC#: 801-63137

RIA

Registered Investment Advisory firm - (2/6/2013 Cancelled)

California

Registered Investment Advisory firm - (4/30/2025 Terminated)

Massachusetts

Registered Investment Advisory firm - (12/9/2019 Terminated)

Minnesota

Registered Investment Advisory firm - (6/6/2012 Approved)

Texas

Registered Investment Advisory firm - (11/13/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Golden Valley, MN

Mailing Address

8014 Olson Memorial Highway # 55 Box 615, Golden Valley, MN 55427

Phone number

(612) 353-5998

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 6,720,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott A. Billeadeau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allen Billeadeau CFA's CRS (Customer Relationship Summary).

Certified licenses

Experience

WALRUS PARTNERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

WALRUS PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WALRUS PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors