Barnum Financial Group | West Division is part of the Barnum family of financial services offices. When you partner with Barnum Financial Group to meet your protection and wealth management needs, you join a firm with a vast array of resources working in your best interests. In order to bring you quality, innovative programs and products to meet your specific needs, Barnum has strategic relationships with top industry leaders. We also leverage the experience and expertise of major institutions to help protect and service the assets you have entrusted to us.
|Firm Start Year:||2015|
|Insurance License#:||Life, Disability, Long-Term Care|
|Name of Broker/Dealer:||MML Investor Services, Inc|
|States Licensed in:||WA, AK, AR, CA, CO, ID, IN, MI, MT, UT, , OR, TX|
|I work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning|
|Investment Types:||Bonds, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity, Life, Health, Annuity, Disability, Long Term Care, Variable Life|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Flat Fee, Based on Assets|
Securities, Investment Advisory, and Financial Planning services offered through qualified registered representatives of MML Investors Services LLC. member SIPC. 6 Corporate Drive, Shelton, CT 06484. CRN202409-812716.
Scott is a CERTIFIED FINANCIAL PLANNER" professional. He was born and raised in Portland, Oregon, and attended the University of California, Santa Barbara, where he earned a bachelors degree in business economics.
Scott often works with clients who have complex considerations at play in their financial plans, whether they own homes in different states, are business owners, or are planning for multiple generations. He primarily works with clients in the Pacific Northwest and the Southwest.
He began his career in the mortgage division at Bank of America and went on to open an office with a national insurance company as one of its youngest agents. After selling his business, he worked as the Vice President of Research for a national consulting firm based in Orange County, California.
In 2009, after almost a decade working with real estate builders and developers, he began providing comprehensive financial planning services based upon his 25 years of experience in the following areas:
" Banking/Mortgage " Insurance " Investment Advisory " Business Consulting " Tax Strategies " Financial Planning
Scott holds the CFP®, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations. In his free time, you can find Scott on the lake water skiing and wakeboarding or hiking and mountain biking. Scott, his wife Alisa, and their three daughters enjoy dividing their time between the Seattle and Scottsdale areas.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|