Scott A. Brischke

TRUE FINANCIAL GROUP

Cedar Park, TX 78613

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CRD#: 3255991

Professional summary

Scott Allan Brischke, CFP® is a registered financial advisor currently at TRUE FINANCIAL GROUP located in Cedar Park, Texas.

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 63, SIE and Series 7 exams.

Question & Answer

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) REAL ESTATE OWNERSHIP; SINGLE FAMILY; CORPUS CHRISTI, TX 78418; INVESTMENT RELATED; November 2015. 2) REAL ESTATE OWNERSHIP; COMMERCIAL; CEDAR PARK, TX 78613; NOT INVESTMENT RELATED; APRIL 2015. 3) REAL ESTATE OWNERSHIP; Single Family ; Leander, TX 78641; Investment Related; FEB 2017. 4) Managing long-term residential rental property; not investment-related; owner of rental property; August 2020; Leander, TX; devotes less than 1 hour per month to this activity. 5) Roof Joker; No not Investment-Related; Residential Roofing; Leander, Texas; CFO; March 2021; Approximately 1 hour per month; Approx. 1 hour per month during trading hours; Residential Roofing 6) Scott Brischke (individual); Yes, investment related; Port Aransas, Texas; Manage vacation rental in conjunction with a hired Property Manager; Owner; June 2021; Less than 1 hour per month; Approx. less than 1 hour per month during trading hours; Manager of vacation rental property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allan Brischke's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2005

Experience

Current

March 17, 2017 - Present

TRUE FINANCIAL GROUP

Office #1: 1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613

RIA

CRD#: 285850

Cedar Park, TX

Past

December 23, 1999 - March 17, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

September 1, 1999 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

September 1, 1999 - March 17, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUSTIN, TX

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".

TRUE FINANCIAL GROUP

TRUE FINANCIAL GROUP | TRUEFG, LLC

CRD#: 285850 / SEC#: 801-110087

RIA

Registered Investment Advisory firm - (3/17/2017 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

Texas
(3/17/2017)

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

State Security Law Exam

Series 63

Date: 12/22/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/17/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/31/1999

General Securities Representative Examination

Current Firm

TRUE FINANCIAL GROUP

TRUE FINANCIAL GROUP | TRUEFG, LLC

CRD#: 285850 / SEC#: 801-110087

RIA

Registered Investment Advisory firm - (3/17/2017 Approved)

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Contact information

Main Address

1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613

Mailing Address

Phone number

(512) 649-2383

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APP 1 - WRAP BROCHURE (3/19/2025)

FORM ADV PART 2A - FIRM BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	2,097
AUM (Assets Under Management)	$ 346,000,000

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.

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Scott A. Brischke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allan Brischke's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE FINANCIAL GROUP

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TRUE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/1999

SIE

Date: 3/17/2017

Series 7

Date: 8/31/1999

Current Firm

TRUE FINANCIAL GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUE FINANCIAL GROUP

TRUST BUT VERIFY

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