Scott Gerlach, CFP®
Lead Advisor at Cordant Wealth Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
US
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Credentials
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CERTIFIED FINANCIAL PLANNER (TM)
Certified Financial Planner Board of Standards, Inc.Dec, 2014- Oct, 2024 -
Series 65
FINRA
Experience
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Cordant Wealth Partners
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United States
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Investment Management
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1 - 100 Employee
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Lead Advisor
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Mar 2015 - Present
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Associate Wealth Advisor
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Oct 2012 - Mar 2015
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Bingham, Osborn & Scarborough
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United States
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Financial Services
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1 - 100 Employee
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Portfolio Administrator
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Mar 2008 - Oct 2012
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Education
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University of Oregon
Bachelor of Science (B.S.), Economics
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