Scott
Klaassen
Turner Financial Group, Inc
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About this Advisor
Scott Klaassen is a financial advisor based in Milton, Florida, working with Turner Financial Group, Inc. Scott has previously held positions at Orion Advisor Services, LLC, Northern Lights Distributors, LLC, Constellation Trust Company, Claraphi Advisory Network, LLC, and Turner Financial Group, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Scott is part of Turner Financial Group, Inc, which operates out of Milton, Florida. The firm has 3 offices and 8 employees. The firm manages assets totaling $115.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Turner Financial Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turner Financial Group, Inc Brokerage Details
$115,743,788
8
798
$145,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Scott Klaassen Work History
Turner Financial Group, Inc
Claraphi Advisory Network, LLC
Constellation Trust Company
Orion Advisor Services, LLC
Northern Lights Distributors, LLC
Disclosures
Please visit the SEC profile of Scott Klaassen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Turner Financial Group, Inc
Northvale, NJ
Syosset, NY
Milton, FL
Milton, FL
Kansas City, KS
San Rafael, CA
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