Scott Herrmann Email & Phone Number
CFP® and Financial Advisor, LPL Financial at Elevations Credit Union @ LPL Financial
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Scott Herrmann Location
- Boulder, CO, US
Scott Herrmann Work
- CFP® and Financial Advisor, LPL Financial at Elevations Credit Union @ (May 2025 - Present)
- CFP® and Financial Advisor, CUSO Financial Services, L.P. @ (April 2013 - May 2025)
- CFP® and Investment and Operations Manager @ (March 2011 - April 2013)
- CFP® and Financial Advisor and Personal Banker @ (April 2007 - February 2011)
- Analyst and Vice President @ Lehman Brothers (October 2004 - March 2006)
- Analyst and Vice President @ Deutsche Bank Group (January 1997 - October 2004)
Scott Herrmann Education
- College for Financial Planning
Certified Financial Planner™
2007-2009 - Beijing Language and Culture University 2001-2001
- UC San Diego School of Global Policy and Strategy (GPS)
MPIA (International Management)
1994-1996 - Kansai International Students Institute 1993-1994
- University of Colorado at Boulder
Double Degree: BS – Business Administration, BA – Japanese
1987-1992 - University of Tübingen 1989-1990
Scott Herrmann Skills
- Certified Financial Planner
- Financial Advisory
- Wealth Management
- Certified Financial
- Investment Advisory Services
- Retirement Planning
- Financial Planning
Scott Herrmann Summary
- Scott Herrmann, based in Boulder, CO, US, is currently a CFP® and Financial Advisor, LPL Financial at Elevations Credit Union at LPL Financial. Scott Herrmann brings experience from previous roles at Elevations Credit Union, LPL Financial, Wells Fargo and Lehman Brothers. Scott Herrmann holds a 2007 - 2009 Certified Financial Planner™ @ College for Financial Planning. With a robust skill set that includes Certified Financial Planner, Financial Advisory, Wealth Management, Certified Financial, Investment Advisory Services and more. Scott Herrmann has 1 emails and 2 mobile phone numbers on RocketReach.
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