Scott Klahn holds his Series 6, 63, and 65 registrations, as well as his life and health insurance licenses in multiple states. Scott is a registered representative with Private Client Services, Member FINRA/SIPC.

Scott received his bachelor’s degree from the University of Northern Iowa. He has been working in the financial services industry for 14 years. Prior to joining the firm, Scott served as a financial advisor, specializing in wealth accumulation, preservation, distribution strategies, and family protection. In addition to his background in finance, he spent several years as a project manager for a multinational corporation.

As a personal financial advisor, it is his goal is to assist his clients in creating their own unique roadmap to financial success.

Scott lives in Marion, IA with his daughter and son. He enjoys sports, coaching, and attending his kids’ various activities. In his free time, he likes to play golf or bike ride.

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