Scott Nelson in

Scott Nelson

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Registered Investment Advisor Representative at HUB International
📍 Gillette, Wyoming, United States

Scott Nelson is a financial services professional and Certified Plan Fiduciary Advisor (CPFA) at HUB International. Specializing in retirement plans and employee benefits, he frequently speaks at conferences on compliance, regulations, and industry trends. He is a graduate of Dakota Wesleyan University with a degree in Business Administration and Management.

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Experience
6 Years
Current Role
Registered Investment Advisor Representative
Job Level
Junior
Location
Gillette, Wyoming, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Scott cares about

Retirement Plan Compliance
Regularly leads conferences and speaking engagements discussing ERISA, regulatory updates, and compliance for the retirement plan industry.
Private Equity Investments
Has moderated panels on the inclusion of Private Equity in retirement plans, indicating a focus on alternative investment strategies for clients.
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Career

Work history

6-2021
Registered Investment Advisor Representative
HUB International
8-2019 - 6-2023
Employee Benefits Specialist
HUB International
8-2019 - 6-2023
Registered Investment Advisor
HUB International
1-2019 - 8-2019
Financial Services Professional
NYLIFE Securities LLC
1-2019 - 8-2019
Agent
New York Life Investments
In the press

Media appearances

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Education
2007 - 2009
Business Administration and Management
Dakota Wesleyan University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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