Ryan Scott
Financial Advisor
EXPERIENCE:
Ryan has been a financial advisor since 2006 and he specializes in wealth management, 401(k) plans, deferred compensation plans, retirement income strategies, life and disability insurance, and estate planning strategies for individuals, business owners, and their employees. Ryan will help you create and execute a financial plan that is based on your specific objectives, and you will receive dedicated services to help you reach your goals. Ryan founded Scott Wealth Planning, LLC in 2019 so that he can operate as a team and provide more comprehensive service to his clients.
EDUCATION & CREDENTIALS:
- Earned a degree in Finance from Western Washington University in 2006
- Offering fee-based financial planning services through Principal Securities, Inc.
- CERTIFIED FINANCIAL PLANNER™ Professional, CFP®, granted by the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARD, INC. in 2012
- FINRA Series 7 & 66 securities registrations
- Earned the Retirement Income Certified Professional® (RICP®), Chartered Life Underwriter (CLU®), and the Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services®
- Earned the Accredited Portfolio Management AdvisorSM, (APMA®), the Chartered Retirement Plans SpecialistSM (CRPS®), the Chartered Retirement Planning CounselorSM (CRPC®), and the Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning.
- Earned the Accredited Investment Fiduciary, AIF®, designation from Fi360.
INTERESTS:
Ryan resides on Lake Minnetonka with his wife and their two sons. His interests include traveling, calisthenics, snowboarding, snowmobiling, and watersports.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity