About Us

Who is Scott R Weir?

Scott Weir is a well known Financial Advisor in South Eastern Wisconsin. He has been helping his clients plan today for their near and long term future for more than 20 years. This includes protecting his client’s assets from taxation and probate. He also coaches his clients on wise investing techniques designed to grow their portfolio as well as protecting income and protecting their principal investment.

Scott’s approach is simple. He offers a simple fee based plan that is neither commission nor insurance company driven. This type of fee structure is designed to keep costs low for his clients. Scott also works with clients on a commission or combination commission/fee basis.
 

He holds several securities registrations and insurance licenses including:

• Series 6 (FINRA Variable Annuities and Mutual Funds Registration)
• Series 7 (FINRA General Securities Registration)
• Series 63 (FINRA Blue Sky Law, the examination is designed to qualify candidates as securities agents within a state)
• Series 65 (FINRA Registered Investment Advisor Representative, which allows advising on a fee basis)
• Life Insurance (includes credit life, pre-need funeral expense, fixed annuities)
• Accident & Health (includes credit accident & health, disability, long-term care, Medicare supplement)
• Property (includes auto*, homeowners*, fire, hail, wind, livestock mortality, inland marine, crop, pet, mechanical breakdown, gap plus, window etching, identity theft)
• Casualty (includes auto*, homeowners*, fidelity, steam boiler, title, worker’s comp., debtors, credit unemployment, prepaid legal expense, surety, town mutual non property, mortgage guaranty, gap, errors and omissions)
• Personal Lines P&C (property and casualty insurance sold to individuals and families for primarily noncommercial purposes; includes legal expense)
• Variable Life/Variable Annuity (residents must hold a valid Life license and proof of FINRA registration for series 6 or 7)

Scott is a State of Wisconsin Notary Public (ability to Notarize and Stamp Public and Private Documents)