Scott Loochtan

Financial Advisor

AIF®, BFA

Scott Loochtan, AIF®, BFA™, is an advisor in Allworth’s Riverwoods office. A graduate of the University of Kansas, where he majored in Marketing and Business Management, Scott holds both the Accredited Investment Fiduciary (AIF) and the Behavioral Financial Advisor (BFA) designations. “I take great pride in knowing that I can help a client to make life-enhancing financial decisions with clarity and confidence”, says Scott. A father of three children, in his spare time, Scott enjoys traveling, following his alma mater’s sports teams, and spending time with his family.

Latest Insights


The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?

Your investments might look and feel like they’re diversified. But what happens when you look under the hood?

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How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors

Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.

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Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?

Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.

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