Gordon Scott Nesbit
CFP®, CIMA®Professional Summary
Gordon Scott Nesbit, CFP®, CIMA® is a registered financial advisor currently at HURLOW WEALTH MANAGEMENT GROUP, INC. located in Bloomington, Indiana. Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Gordon has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Education Funding
- Investment Management
- Retirement Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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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Credentials
Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
HURLOW WEALTH MANAGEMENT GROUP, INC.
Contact Information
Main Address
3925 Hagan St. Suite 300, Bloomington, IN 47401Phone Number
(812) 333-4726# of Employees
16SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,155AUM (Assets Under Management)
$794,361,686Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
HURLOW WEALTH MANAGEMENT GROUP, INC.
State Registrations and Notice Filings
(7/12/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Gordon Scott Nesbit's CRS (Customer Relationship Summary).
Services Offered by Gordon
- Business Services
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Education Funding
- Investment Management
- Retirement Planning
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