Unclaimed Profile

Scott Larry Schlappi

WEALTHPLAN ADVISORS, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 24, Series 63, Series 66Clean record21 years registeredWEALTHPLAN ADVISORS, LLC

8777 N GAINEY CENTER DRIVE, SCOTTSDALE, AZ 85258CRD# 1507932Firm CRD# 150573

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Larry Schlappi · SCOTTSDALE, AZ

Registration

CRD #1507932 · WEALTHPLAN ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

GLOBAL RETIREMENT PARTNERS LLC

Jun 2022 – present

WEALTHPLAN ADVISORS, LLC

Jul 2009 – Feb 2023

SCOTTSDALE, AZ

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

May 2009 – Oct 2011

SCOTTSDALE, AZ

PRINCOR FINANCIAL SERVICES CORPORATION

Jan 2005 – May 2009

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · January 5, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHPLAN ADVISORS, LLC

CRD 150573 · SEC 801-76650

AUM

$2.3B

Regulatory assets under management

Employees

982 client accounts

Services offered by WEALTHPLAN ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHPLAN ADVISORS, LLC →

Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Scott Larry Schlappi offer?

Scott Larry Schlappi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Scott Larry Schlappi's credentials?

Scott Larry Schlappi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Larry Schlappi located?

Scott Larry Schlappi is based in SCOTTSDALE, Arizona, working with WEALTHPLAN ADVISORS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Scott Larry Schlappi charge for services?

Scott Larry Schlappi's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHPLAN ADVISORS, LLC?

WEALTHPLAN ADVISORS, LLC has approximately 18 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →