CW Advisors
47yrs
Top advisor by experience in New Hope
6yrs
Scott UTTERBACk
Full name on record: SCOTT Andrew UTTERBACk
Financial advisor at Ameriprise Financial Services
Scott UTTERBACk has worked in the financial industry for 6 years and is a fiduciary financial advisor based in New Hope, Pennsylvania. Scott has been with Ameriprise Financial Services since 2022; before that, Scott spent a year at LPL Financial. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 104 advisors with offices in New Hope, and one of 93 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office6444 Lower York Road US 202, New Hope, PA 18938
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
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
- 2022 – nowAmeriprise Financial Services, LLCCurrent firm
- Nov 2020 – Feb 2022LPL Financial LLCPreviously
Contact Scott
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for Scott. 6444 Lower York Road US 202New Hope, PA 18938Office · Get directions LinkedIn pageAmeriprise Financial Services
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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 Ameriprise Financial Services at (612) 671-3131 and ask for Scott UTTERBACk. Scott works from the New Hope, PA office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2020, about 6 years. 6 years in the industry.
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?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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