Scott Mullinix, CFA^®

Focus Areas

Estate Planning

Comprehensive Financial Planning

Tax Planning

About the Senior Financial Advisor

As a Partner in the Bergstrom Group’s Comprehensive Wealth Management Services team, Scott is responsible for managing and directing the investment matrix for income and growth investment strategies, managing client relationships, developing customized and comprehensive financial plans, implementing tax management strategies and providing tailored and simplified estate planning. 

He focuses on serving high-net-worth clients who are in retirement or approaching retirement in Minneapolis, MN. 

Scott serves his clients by helping them decide on and implement strategies to achieve their goals. 

Education and Designations

• University of St. Thomas, BA Degree, Business Finance
• University of Minnesota-Minneapolis, BA Degree, Strategic Management 
• CFA^® – Chartered Financial Analyst^® 

Personal Life

Scott enjoys spending time with his family at their cabin, golfing, running, biking, reading, and following Minnesota sports teams. He and his wife, Ann, have three children.