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.
Core Areas of Focus
AUM
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing Management
Retirement Planning & Distribution Rules
Socially Responsible Investments
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
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.
The advisor shows no other business activity.
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 |
|---|---|---|
| 02/25/2026 | ||
| 09/26/2024 | ||
| 11/21/2023 |
Red Flags
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