Scott Edward Coleman
Professional Summary
Scott Edward Coleman was a registered financial advisor. Scott was a previously registered financial professional and started their career in finance 1993 - 2016. Scott had worked at 13 firms and has passed the Series 63, Series 65, Series 7, Series 6, Series 4, Series 27, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
ALLEN IRA KUTCHINS | KUTCHINS ALLEN | KRD FINANCIAL GROUP, LTD. | KRD FINANCIAL
Contact Information
Main Address
1051 Perimeter Drive 9th Floor, Schaumburg, IL 60173Phone Number
(847) 278-4335# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
145AUM (Assets Under Management)
$46,794,291Similar Advisors
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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