Scott Etzel Email & Phone Number
Investment Advisor
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Scott Etzel Location
- Iowa, United States
Scott Etzel Work
- 2012 -now Investment Advisor @ Etzel Financial Resources
- 2010 -2012 Registered Representative @ BDF Investments
- 2008 -2010 Financial Advisor @ Wells Fargo Advisors
- 1996 -2007 President @ Midwest Toy Co., Inc.
- 1994 -1995 Sales Account Manager @ Midwest Toy Co.
- 1988 -1993 Account Representative @ Midwest Toy Co.
Scott Etzel Education
- College for Financial Planning Series 66
Series 66 (Insurance Investments)
2008-2008 - College for Financial Planning Series 7
Series 7 (Financial Investments)
2008-2008 - Grand View College - Business
BS (Business Administration)
1986-1993 - College of Financial Planning - CRPC
Chartered Retirement Planning Counselor (Retirement Planning)
Scott Etzel Skills
- Estate Planning
- Team Building
- Retirement Planning
- Financial Planning
- IRAs
- Investments
- Finance
- Rollovers
- Roth IRA
- Strategic Planning
- Investment Advisory
- Financial Services
- Asset Managment
- Wealth Management
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Customer Service
- Long Term Care
- Disability Insurance
- Long Term Care Insurance
- Management
- Retirement
- Securities
Scott Etzel Summary
- Scott Etzel, based in Iowa, United States, is currently a Investment Advisor at Etzel Financial Resources. Scott Etzel brings experience from previous roles at BDF Investments, Wells Fargo Advisors, Midwest Toy Co., Inc. and Midwest Toy Co.. Scott Etzel holds a 2008 - 2008 Series 66 in Insurance Investments @ College for Financial Planning Series 66. With a robust skill set that includes Estate Planning, Team Building, Retirement Planning, Financial Planning, IRAs and more.
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