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Eric S. Scow

ITM (D/B/A RESOURCE CONSULTANTS,)
Omaha, NE 68124
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CRD#: 4404572
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Professional summary


Eric Steven Scow is a registered financial advisor currently at ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.) located in Omaha, Nebraska.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Eric has worked at 3 firms and has passed the Series 63, Series 65, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ITM, INC. , YES, IT IS INVESTMENT RELATED. IT IS LOCATED AT 2828 SOUTH 87TH STREET, OMAHA, NE 68124. IT IS AN INSURANCE CONSULTANT FOR TRUST DEPARTMENTS. ERIC'S POSITION IS CHIEF OPERATING OFFICER HIS START DATE WAS 09/12/2005. HE SPENDS 120 HOURS PER MONTH AND 120 TRADING HOURS PER MONTH ON ITM WORK. ITM HAS ONE DIRECT AFFILIATE COMPANY: ENTRUST SETTLEMENTS, LLC. ENTRUST SETTLEMENTS IS A LIFE SETTLEMENT BROKER. BOTH COMPANIES ARE LOCATED AT 2828 SOUTH 87TH STREET OMAHA, NE 68124. ENTRUST SETTLEMENTS IS A LIFE SETTLEMENT BROKER AND IS INVESTMENT RELATED. ENTRUST SETTLEMENTS, LLC NEGOTIATES LIFE SETTLEMENT OFFERS FROM LICENSED LIFE SETTLEMENT PROVIDERS FOR NON-VARIABLE LIFE INSURANCE POLICIES. AS THE CHIEF OPERATING OFFICER OF ITM ERIC PROVIDES SOME ASSISTANCE TO ENTRUST SETTLEMENTS, LLC AS NEEDED. ENTRUST SETTLEMENTS WAS STARTED IN AUGUST OF 2007. ERIC COMMITS 4 HOURS TO ENTRUST SETTLEMENTS MONTHLY INCLUDING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Eric Steven Scow's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 5, 2024 - Present

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

Office #1: 2828 South 87th Street, Omaha, NE 68124
RIA
CRD#: 135472
Omaha, NE
Past

September 19, 2008 - December 31, 2023

ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

RIA
CRD#: 135472
OMAHA, NE
Past

July 23, 2002 - April 18, 2005

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

July 6, 2001 - November 5, 2001

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(1/5/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 9/8/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


I(
ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)
ITM, INC | RESOURCE INSURANCE CONSULTANTS | RESOURCE CONSULTANTS, INC | ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

CRD#: 135472 / SEC#:

Nebraska
Registered Investment Advisory firm - (1/5/2024 Approved)
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Contact information


Main Address
2828 South 87th Street, Omaha, NE 68124
Mailing Address
Phone number
(402) 391-6356
Established
Firm type
Fiscal year end
# of Employees
40

Documents


Latest Form ADV

Red Flags


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Company Information


ITM, INC. (D/B/A RESOURCE CONSULTANTS, INC.)

CRD#: 135472Omaha, NE 68124

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