Scott Herrmann, CFP®
303.247.8889
Scott is a registered Financial Advisor through CUSO Financial Services, L.P., at Elevations Credit Union. He is a Certified Financial Planner™ professional with degrees in Business, Japanese, and International Affairs. As a Boulder native who lived overseas for 14 years, he can provide financial advice in a global context. To learn more about Scott view his full profile here.
Licences:
Scott is a Series 66, Investment Advisor Representative and a Series 7, General Securities Registered Representative.
Licensed Assistant:
Sheli Emerick, t: 303.247.8984, sheli.emerick@elevationscu.com
Value Statement:
Our goal is to understand you and what’s truly important to you – your family, your dreams, and your values.
Together, we follow a process to create a holistic financial plan, so you can make informed decisions, align your money with your values, and live life by your design.
Our success is measured by your success.
Services:
- Financial, retirement, investment, insurance, and estate planning
- Complete range of investment advisory services
- Socially responsible investing
- Annuities, life insurance, and long term care insurance
Locations:
Boulder Diagonal Branch
Contact Scott Herrmann
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
