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Scott Plathe

Investment Advisor Representative

Biography

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

 

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

CRN202008-234829

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