Scott Tank RICP®
With over 30 years of experience in the financial industry, Scott offers comprehensive expertise spanning the entire spectrum of wealth management. His extensive background allows him to guide clients through all stages of their financial journey, from accumulation to legacy planning. Scott’s motivation is to work comprehensively with his clients as a trusted financial partner to build, preserve, and transfer wealth through a long-term, one-on-one relationship.
Utilizing a disciplined and ongoing process to address a wide range of wealth management issues, Scott helps his clients realize their dreams through their financial goals.
- Investments
- Insurance
- Qualified retirement plan/IRS distribution
- Corporate executive stock option
- Business succession planning
- Gifting to children/descendants/others during life
- Charitable gifting during life
- Titling of assets
- Distribution plan to spouse/dependents at death
- Charitable inclinations at death
Scott holds FINRA Series 7, 63, and 65 registrations through LPL Financial, along with life and health insurance licenses in Arizona, Florida, and Wisconsin. He is a proud holder of the RICP (Retirement Income Certified Professional) designation from The American College of Financial Services and has completed the Canon Financial Institute course for Personal Trust, reflecting his commitment to staying at the forefront of retirement and estate planning strategies.
A lifelong resident of Wisconsin, Scott resides in Stevens Point with his wife, Nicole. His greatest joy comes from spending quality time with his children and two grandchildren. When he's not working with clients, Scott enjoys cooking and grilling, motorcycle riding, mountain bike racing, and volunteering as the Safety Ministry leader at Woodlands Church.
