Scott Ellingson is President of Scott Ellingson & Associates and has been a financial adviser since 1988. He has always believed that educating his clients on the market and their investments is a fundamental part of creating a strategy for them. Financial planning is about creating an individualized plan that fits the clients lifestyle, goals and values. Scott is passionate about helping his clients meet their financial goals. His experience, knowledge and grasp of the economy allow him to provide the best fit for his clients financially. He has his FINRA series 7 and 63 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network, a Registered Investment Adviser, as well as his insurance license.
Scott attended Hamline University where he majored in Economics and Finance and played 4 years of football. He loves to spend most of his free time with his wife, Anmarie, and their two boys, Lucas and Wyatt. The rest of the time you can find him around the country hunting.
Karen joined Scott's practice as a licensed assistant in 1992 after working in the industry for several years. Client communication is Karen's forte, by attending to all clients ongoing needs. She ensures all paperwork and documents are in proper order and follows all projects from start to finish. She holds FINRA Series 7 and 63 securities registrations, as well as insurance licensing.
After hours, Karen enjoys sharing her passions for motorcycling and quilt shops with her husband, Don, and Papillion dog.
Sue has worked in our Amery, WI, location with Mike Adams since 2000, assisting in all facets of client services. She joined us at the Lake Elmo, MN, office in early 2009. Sue assists with processing paperwork, scheduling, and answering clients questions.
Weekends find Sue and her husband enjoying her spacious gardens, two grown children, and their 2 beautiful grandsons.