Scott A. Hipp
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Scott Alan Hipp, CFP® was a registered financial professional .
Scott is a previously registered financial professional and started their career in finance in 2002. Scott had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2007
Experience
September 9, 2020 - June 28, 2022
HEARTLAND WEALTH ADVISORS, LLC
September 17, 2018 - September 10, 2020
CREATIVE PLANNING
November 13, 2006 - September 18, 2018
COORDINATED CAPITAL SECURITIES, INC.
November 13, 2006 - September 18, 2018
COORDINATED CAPITAL SECURITIES, INC.
May 26, 2004 - November 13, 2006
VSR FINANCIAL SERVICES, INC.
January 16, 2002 - November 13, 2006
VSR FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HEARTLAND WEALTH ADVISORS, LLC
CRD#: 115156 / SEC#: 801-79262
Contact information
Regulatory assets under management
| Total Number of Accounts | 507 |
| AUM (Assets Under Management) | $ 281,101,293 |
Red Flags
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