Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott William Klahn is an investment advisor representative with LPL Financial LLC, located in CEDAR RAPIDS, IA. Scott has been in the financial industry for over 20 years. Prior to joining LPL Financial LLC, Scott was with PRIVATE CLIENT SERVICES, LLC, CAMBRIDGE INVESTMENT RESEARCH, INC., and SECURITIES AMERICA, INC.. Scott holds the Series 6, Series 63, and Series 65 licenses. Scott also has experience in financial planning, investment management, and consulting. Scott's areas of expertise include insurance. Scott is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IA
01/24/2024 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
04/25/2018 - 01/23/2024
PRIVATE CLIENT SERVICES, LLC (Hiawatha IA)
IA
05/16/2016 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Hiawatha IA)
IA
11/14/2014 - 05/17/2016
SECURITIES AMERICA, INC. (CEDAR RAPIDS IA)
IA
01/29/2003 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
NJ
09/26/1994 - 04/10/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 11/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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