Scott Plathe

Investment Advisor Representative

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only)


I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

  • Advisory services Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies



Check the background of this investment professional on FINRA's BrokerCheck

Sioux City Satellite Office

800 5th Street, Suite 121 Sioux City, IA 51101
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Sioux City Satellite Office Office