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 Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
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