Scott T. Thom

Lead Portfolio Associate

Scott is a Portfolio/Research Associate who processes client trades, monitors client accounts, and assists with investment-related analysis. Scott lives in Eau Claire with his wife and daughter and in his free time enjoys traveling and hiking.

Certifications, Licenses, and Registrations

  • Registered Representative with LPL Financial, Member FINRA/SIPC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 6, 7, 63, 66
  • Associates Degree - Accounting; Chippewa Valley Technical College
  • Bachelors Degree - Economics; University of Wisconsin - Eau Claire