Scott Nelson in

Scott Nelson

Commander · DISC type D
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

How Scott shows up

Decisive
Strong-Willed
Risk-Taker

They prefer to move quickly, and expect the same from others. They like to stay in control of the negotiation or defining of the terms. They put a lot of effort into ensuring personal success.

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

No media yetWe could not find public media appearances for this person.
Education
2007 - 2009
Business Administration and Management
Dakota Wesleyan University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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