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
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For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …
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The Estate Planning Opportunity Hiding in Plain Sight
Step-up in basis is one of the most valuable tools in estate planning. It's also one of the most passive, which is exactly why it so rarely gets the …
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Selling Your Business? Smart Tax Strategies to Maximize After-Tax Proceeds
Most business owners tend to focus on what they’ll sell for. Far fewer focus on what they’ll actually keep. And without a coordinated plan, taxes can …
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