Scott D. Oeth
CAHILL FINANCIAL ADVISORS
Edina, MN 55439
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CRD#: 3077663
Professional summary
Scott Dennis Oeth, CFP®, ChFC® is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Scott has worked at 3 firms and has passed the Series 7 exam.
Biography
Experience
Principal — Wealth Management – Cahill Financial Advisors
Adjunct University Faculty, Certified Financial PlannerTM Program - Minnesota State University, Mankato
Adjunct University Faculty, Certified Financial PlannerTM Program - University of Wisconsin, River Falls
Advisor, Advanced Planning Committee Chair - Vector Wealth Management
Advisor, Investment Policy Committee – White Oaks Wealth Advisors
Sales Consultant – American Express Financial Advisors
Manager of In-Store Banking – The Park Bank
Education
B.S. Corporate Finance – Ball State University
MSFS, Master’s of Science, Financial Services – Richard D. Irwin Graduate School, The American College
Certified Financial PlannerTM
Chartered Financial Consultant (ChFC)
Memberships
NAPFA - The National Association of Personal Financial Advisors
Financial Planning Association – National Consumer Advisory Group
Boy Scouts of America –Northern Star Council President’s Cabinet, Eagle Scout Alumni Network, Instructor, Northern Tier National High Adventure Bases
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Retirement Income Management
Investment Planning
Insurance Planning
Do you have an area of expertise or specialization?
AUM
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Socially Responsible Investmen...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) Bull Moose Patrol, LLC: I am co-owner in an LLC, "Bull Moose Patrol", with my wife, Linda Oeth. This company engages in outdoor education and guided adventures. It is not investment related. My title is "Head Guide and Instructor." Bull Moose Patrol address is at my private residence in Hendersonville, TN 37075. The business was formed on 02/18/2014. I estimate that I devote between 20-100hrs. per month to Bull Moose Patrol, and less than 2 hours per month are devoted to this business during securities trading hours. This is primarily writing digital content for our blog (www.BullMoosePatrol.com), and speaking and teaching at outdoor shows and events. The vast majority of this time is evenings (writing), and weekends (speaking, teaching, guiding). 2) Teaching, Speaking Engagements and Expert Witness Participation: I engage, on an occasional basis, in speaking at financial planning and investment-related conferences, teaching financial planning and investment strategies for financial professionals, as a guest speaker at financial planning and investment conferences, and as an expert witness for financial matters in court or arbitration. I estimate that I devote between 0-10 hours per month to this activity, with 0-5 hours spent during securities trading hours. This is not a registered business with a name or address. I have been engaging in these activities since 2003. 3) Cahill Real Estate Holdings, LLC Cahill Real Estate Holdings, LLC is an LLC established for the sole purpose of purchasing an office building to rent to Cahill Financial Advisors, Inc. It is not an investment-related entity. The address is 7261 Ohms Lane, Edina, MN 55439. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the building. This business, and my relationship to the business, began in April of 2015. I devote less than 0-1 hour per month to the business overall, and 0-1 hour per month during securities trading hours. My duties are shared with the three other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Dennis Oeth'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®
CFP®
Start date: 2000
Experience
Current
January 29, 2014 - Present
CAHILL FINANCIAL ADVISORS, INC.
Office #1: 7261 Ohms Lane, Edina, MN 55439RIA
CRD#: 109890
Edina, MN
Past
June 1, 1999 - March 14, 2001
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 1, 1999 - March 14, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
RIA
Registered Investment Advisory firm - (2/10/1983 Approved)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(1/29/2014)
IAR
Tennessee(8/22/2024)
IAR
Texas(4/10/2017)
Exams
General Industry/Product Exam
Current Firm
CAHILL FINANCIAL ADVISORS, INC.
CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.
CRD#: 109890 / SEC#: 801-18388
RIA
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Contact information
Main Address
7261 Ohms Lane, Edina, MN 55439
Mailing Address
Phone number
(952) 926-1659
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,813 |
| AUM (Assets Under Management) | $ 1,432,327,484 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2024 | ||
| 11/21/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
