Scott Borgstahl
Advisor at LPL Enterprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LPL Enterprise
Location
St. Peter, MN 56082
Credentials
Series 63, Series 65
Industry experience
42 years
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Fee options
Flat fees for financial planning and consulting services typically range from $0 to $10,000.
Up to $500 per hour for financial planning and consulting services.
Account minimum: Minimum asset value required for an MWP account to be managed; TAMP sponsors typically establish a minimum account value (specific amounts not stated); no minimum asset amount required for financial planning and consulting services. Fee-only: Financial planning and consulting services fees typically range from $0 to $10,000 flat fee or up to $500 per hour; may be discounted or complimentary.
Work history
LPL Enterprise, LLC
2024 - Present (2 years)
Prudential Insurance Company of America
2013 - Present (13 years)
Pruco Securities, LLC.
2013 - 2024 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Adam N
CFP®, Series 66
Mankato, MN
Edward Jones
Kenneth K
Series 63, Series 66
Mankato, MN
Edward Jones
Jacob M
Series 66
Mankato, MN
Edward Jones
Jonathan S
Series 66
Mankato, MN
Edward Jones
Sander L
Series 66
Mankato, MN
Edward Jones
Andrew B
Series 66
Saint Peter, MN
Fidelity
Andrew Barnick is an Investment Solutions Representative III. In this role, he partners with clients to understand their short- and long-term goals and helps build customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families based on trust, reliability, and competency. Andrew has held several positions in the financial services industry. He worked as an Investment Solutions Representative II and I at Fidelity Investments between 2021 and 2022. Prior to that, he served as Market President and Program Manager and Financial Advisor at SouthPoint Financial Credit Union from 2019 to 2021. From 2014 to 2019, he was the Mankato Area Program Leader and Financial Consultant at Frandsen Bank and Trust. He holds an Arkansas insurance license.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")