Sign In

Scott Opper

Wealth Management Sales / Financial Advisor Advocate

Scott Opper is a Director of Client Engagement at Creative Planning, a wealth management firm.13 With over 20 years of experience in financial advising sales, he is responsible for introducing clients to the firm's wealth management services.12

Professional Background

Scott joined Creative Planning in June 2023, as indicated by his LinkedIn post announcing his new role.4 His extensive experience in the financial industry spans more than two decades, during which he has honed his skills in orchestrating financial advising sales.2

Role and Responsibilities

As a Director of Client Engagement, Scott's primary focus is on:

  • Introducing potential clients to Creative Planning's wealth management services1
  • Serving as an advocate for the client's best interests4
  • Leveraging his expertise to help clients navigate their financial planning needs

Education and Location

Scott is an alumnus of the University of Wisconsin-Madison.2 He is based in the Greater Chicago Area, where Creative Planning has a presence in the Chicagoland and Rockford areas.35

Professional Registration

As of February 2024, Scott is registered as an Investment Adviser Representative with Creative Planning, LLC.6 This registration allows him to provide investment advice to clients in accordance with regulatory requirements.

Scott Opper's LinkedIn profile can be found under the username scott-opper-794a1111, where more details about his professional journey and accomplishments may be available.

Highlights

Mar 1 · linkedin

I’m so excited to share that I’ve started a new position as Director, Client Engagement at Creative Planning! In this role, I will have the opportunity to continue to work as an advocate for the financial advice business, while working closer with families to help them understand the benefits of true comprehensive wealth management. This new role is a perfect opportunity for me to continue doing what I love while making a positive impact in people's lives. Looking forward to this exciting new chapter! Thank you so much for the opportunity Peter Mallouk Nick Jacobson Darren Baber Millie Brink #newjob #financialwellness #clientengagement #wealthmanagement

Aug 18 · linkedin

Check out my article on 10 of the best books for financial advisors. Thank you Wealthtender for letting me share some knowledge!

Related Questions

What are Scott Opper's key achievements at Creative Planning?
How has Scott Opper's career evolved over the past 20+ years?
What specific wealth management services does Scott Opper introduce to clients?
What makes Scott Opper an effective Director of Client Engagement?
How does Scott Opper's role at Creative Planning differ from other similar positions?
Scott Opper
Scott Opper, photo 1
Scott Opper, photo 2
Add to my network

Location

Greater Chicago Area