Packerland Brokerage Services
40yrs
Top advisor by experience in Menomonie
14yrs
Based in Menomonie, Wisconsin, Scott Ebert is a fiduciary financial advisor with 14 years of industry experience. Scott joined Principal Securities in 2013, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 23 advisors with offices in Menomonie, and one of 21 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 57% of advisors in Menomonie
Office1421 N Broadway Suite 113, Menomonie, WI 54751
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$324,050
Advisors at the firm1,465
States licensed ?2 states
Services through Principal Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowPrincipal Securities, Inc.Current firm
Contact Scott
1421 N Broadway Suite 113Menomonie, WI 54751Office · Get directions Firm main line(888) 774-6267Headquarters: Principal Securities · Des Moines, IA X (Twitter) pagePrincipal Securities
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Principal Securities at (888) 774-6267 and ask for Scott Ebert. Scott works from the Menomonie, WI office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2013, about 14 years. More experience than 57% of advisors in Menomonie.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Principal Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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