Meet our knowledgeable professionals:
Scott currently serves on the Cedar Rapids City Council, and is also involved with Indian Creek Nature Center and Daybreak Rotary.
Scott utilizes a total wealth management approach that considers investments, taxes, insurance, wealth transfer, etc. He helps each client develop and implement a plan to meet his/her short and long-term financial goals. He also provides overall investment management, retirement planning, including accumulation and distribution, and estate planning.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Cedar Rapids Bank & Trust and Cedar Rapids Investment Consulting are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Cedar Rapids Investment Consulting, and may also be employees of Cedar Rapids Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Cedar Rapids Bank & Trust or Cedar Rapids Investment Consulting. Securities and insurance offered through LPL or its affiliates are:
Cedar Rapids Bank and Trust and Cedar Rapids Investment Consulting are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact business within the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, OH, OR, SC, TN, TX, VA, WA, WI