Scott Herrmann - Elevations Credit Union

Scott Herrmann, CFP®

Financial Advisor

CUSO Financial Services, L.P.

at Elevations Credit Union

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.

Licenses:

Scott is a Series 7, General Securities Registered Representative, and Series 66, Investment Advisor Representative. He is licensed in the states of AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, IA, ME, MD, MA, MI, MA, MN, MT, NM, NY, NC, OR, PA, SC, SD, TX, VA and WA.

Services:

Financial, retirement, college and estate planning
Complete range of advisory and brokerage services
Socially responsible investing
Annuities, life, disability, and long term care insurance

Locations:

Boulder Diagonal Branch

Check information on this representative with FINRA’s Broker Check

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.

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.