Scott
Iverson
Claris Advisors, LLC
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About this Advisor
Scott Iverson is a certified financial planner and chartered financial consultant who works in Saint Louis, Missouri who has 8 years of relevant experience. Iverson is currently employed by Claris Advisors, LLC. Throughout their career, they have worked at Mutual Of America Securities Corporation, Mutual Of America Life Insurance Company and Claris Advisors. Iverson maintains a Series 63 license, which qualifies them as a securities agent, and is approved to serve investors in Missouri and Texas. Claris Advisors, LLC is an advisory business that has its headquarters in Saint Louis, MO. It has just five people on staff. It manages $582 million in assets between its 864 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 864 accounts, 40% belong to high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually are based on which services are offered. However, fee types charged by Claris Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Claris Advisors, LLC Brokerage Details
$581,875,045
5
864
$673,466
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Scott Iverson Work History
Scott has been registered as a financial advisor for 8 years.*
Claris Advisors
Mutual Of America Securities Corporation
Mutual Of America Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Scott Iverson 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 Claris Advisors, LLC
Saint Louis, MO
Saint Louis, MO
Edwardsville, IL
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
