Scott E Mendelsohn CLU, ChFC, CASL, LUTCF
Investment Advisor Representative
Scott Mendelsohn, CLU, ChFC, CASL, LUTCF
Financial Advisor
Scott looks at his client’s financial situations through their perspective to determine what objectives to set and how to help them successfully meet their goals.
He serves his clients by educating them and ensuring that they have a full understanding of the strategies being implemented to help them preserve their future and financial goals in this ever-changing economic landscape.
Focus Areas:
- Investment Management
- Comprehensive Financial Planning
- Life, Disability Income, and Long-Term-Care Insurance
Designations, Education & Involvement:
- CLU – Chartered Life Underwriter
- ChFC – Chartered Financial Consultant
- CASL - Chartered Advisor for Senior Living
- LUTCF – Life Underwriter Training Council Fellow
- Series 6, 7, 24, 51 & 63
- University of Wisconsin-Madison, Bachelor’s Degree, Economics
Personal Life:
Scott and his wife Christine reside in Glendale and are proud parents of Cole and Olivia. When not spending time with his family, Scott is an avid sports fan and golfer.