Scott C. Groskreutz

SG FINANCIAL

HENDERSON, NV 89014

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CRD#: 7431020

Professional summary

Scott Christopher Groskreutz is a registered financial advisor currently at SG FINANCIAL located in Henderson, Nevada.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Scott has worked at 2 firms and has passed the Series 65 exam.

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.

1) SG Financial, LLC; Investment related; 170 S. Green Valley Pkwy Ste. 300, Henderson, NV 89012; DBA for advisory, fixed insurance, life & health; Owner; 04/05/2022; 30 hours per month; 15 hours during security hours; Retirement planning, sales & service of fixed insurance and life & health insurance 3) Annuity Fundamentals, LLC; Investment Related; 11744 Linden Road Caldwell, ID 83605; Fixed Insurance; Managing Partner; 11/22/2023; 10 hours per month; 2 hours during security hours; Train and support agents on fixed insurance 4) Integrated Trust Systems; not investement related; 7373 E. Doubletree Ranch Road, Suite 200, Scottsdale, AZ 85258; Digital Trust Profiles; Agent; 05/21/2024; 10 hours per month; 10 hours during security hours; Referring clients who need trust services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Christopher Groskreutz'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

March 24, 2025 - Present

SG FINANCIAL

Office #1: 1489 W Warm Springs Rd Ste 110, Henderson, NV 89014

RIA

CRD#: 334710

HENDERSON, NV

Past

September 29, 2021 - March 20, 2025

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Henderson, NV

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

Nevada
(3/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/14/2021

Uniform Investment Adviser Law Examination

Current Firm

SG FINANCIAL

SG FINANCIAL | SG RETIREMENT PLANNING LLC

CRD#: 334710 / SEC#:

Nevada

Registered Investment Advisory firm - (3/17/2025 Approved)

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Contact information

Main Address

1489 W Warm Springs Rd Ste 110, Henderson, NV 89014

Mailing Address

Phone number

(702) 420-2554

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Scott C. Groskreutz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Christopher Groskreutz's CRS (Customer Relationship Summary).

Certified licenses

Experience

SG FINANCIAL

INTEGRITY ALLIANCE, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/2021

Current Firm

SG FINANCIAL

Contact information

Documents

Red Flags

Company Information

SG FINANCIAL

TRUST BUT VERIFY

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