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Scott Wealth Planning, LLC

Please click on the link for the company you'd like to access:

Please click on the link for the company you'd like to access:

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Transamerica Life Insurance Company

United States Life Ins. Co. in the City of NY

 

*Principal Finanical Group is not affiliated with any of the outside financial companies.

Principal Securities Form CRS Customer Relationship Summary

Ryan P. Scott is licensed in AZ, CA, CO, FL, HI, IA, IL, MD, MI, MN, NC, ND, NE, NV, NY, OH, OR, TX, WA, and WI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AZ, CA, CO, FL, HI, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, ND, NE, NV, NY, OH, OR, PA, SC, TX, VA, WA, and WI.

Mike Conlon is licensed in CA, FL, IA, MI, MN, TX, UT, VA, WA, WI, and WY to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AZ, CA, GA, MN, ND, NV, TX, WA, WI, and WY.

Dan Bergner is licensed in MN to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In MN, TX, and WI.

Greg Frank is licensed in CO and MN to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In MN.

Dennis Holland is licensed in AZ, MA, MN, and ND to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities services through Principal Securities, Inc. In MN and PA.

Aaron J. (A.J.) Imholte is licensed in MN, ID, LA and WI to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In MN.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Ryan P. Scott, Mike Conlon, Dan Bergner, Greg Frank, Dennis Holland and A.J Imholte may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by Ryan P. Scott, Mike Conlon, Dan Bergner, Greg Frank, Dennis Holland and A.J. Imholte that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized invest advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative or any financial institution they represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.  Ryan P. Scott, Mike Conlon, Dan Bergner, Greg Frank, and A.J. Imholte, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Dennis Holland, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative. Scott Wealth Planning, LLC is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck