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 Wrong North Star: Why Returns Shouldn't Lead Your Portfolio Strategy

Most investors with multi-layered wealth probably know their portfolio returns off the top of their heads. Far fewer can answer a more important …

Read more
Leaving the Workforce Early? 3 Things to Get Right Before You Go

For those with significant wealth, leaving the workforce early can easily become reality. But the biggest risks aren't always the ones you think …

Read more
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 …

Read more