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Scott Michael Draper

Scott M. Draper

THRIVE FINANCIAL PLANNING
El Dorado Hills, CA 95762-9608
Some features on this profile are disabled
CRD#: 4749531
Scott Michael Draper

Professional summary

Scott Michael Draper, CFP® is a registered financial advisor currently at THRIVE FINANCIAL PLANNING located in El Dorado Hills, California.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Scott has worked at 3 firms and has passed the Series 65 exam.

Biography

Scott began his career in accounting with Ernst & Young and has worked as a financial advisor since 2001. He holds a BS and MS in Accounting from Brigham Young University. Scott serves as the president of the Financial Planning Association of Northern California. He is also active in community service through his church, the Rotary Club of El Dorado Hills, and the El Dorado Hills Chamber of Commerce.
top-8-questions

Question & Answer

What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Education Planning
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Entrepreneurs
Hourly
Investment Advice with Ongoing...
Medical Professionals
Tax Planning
What is your minimum asset requirement?
250K
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.
SCOTT DRAPER IS LICENSED AS A CERTIFIED PUBLIC ACCOUNTANT AND PROVIDES A LIMITED AMOUNT OF TAX PLANNING SERVICES AS PART OF HIS ONGOING CLIENT ENGAGEMENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Michael Draper'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®
CFP®

Certified Financial Planner

Start date: 2004

Experience

Current

September 23, 2014 - Present

THRIVE FINANCIAL PLANNING

Office #1: 5170 Golden Foothill Parkway Suite 201, El Dorado Hills, CA 95762-9608
RIA
CRD#: 172558
El Dorado Hills, CA
Past

September 4, 2007 - September 24, 2014

PENNINGTON FINANCIAL GROUP

RIA
CRD#: 108478
GOLD RIVER, CA
Past

March 4, 2004 - August 23, 2007

FRANK, RIMERMAN ADVISORS LLC

RIA
CRD#: 124147
PALO ALTO, CA

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
California
(9/23/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/27/2003
Uniform Investment Adviser Law Examination

Current Firm

THRIVE FINANCIAL PLANNING
THRIVE FINANCIAL PLANNING
FRUITFUL FINANCIAL PLANNING | THRIVE FINANCIAL PLANNING | FRUITFUL FINANCIAL PLANNING INC.

CRD#: 172558 / SEC#:

California
Registered Investment Advisory firm - (9/23/2014 Approved)
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Contact information

Main Address
5170 Golden Foothill Parkway Suite 201, El Dorado Hills, CA 95762-9608
Mailing Address
Phone number
(916) 235-8240
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts134
AUM (Assets Under Management)$ 34,469,368

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THRIVE FINANCIAL PLANNING

THRIVE FINANCIAL PLANNING

CRD#: 172558El Dorado Hills, CA 95762-9608

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