Scott Richardson
Scott Richardson, brings experience in the financial services and life insurance industries that spans four decades. After being a successful executive and consultant for one of the largest firms in his industry, he partnered with Kenneth Cady and Ryan Alvarez to
co-found IZALE Wealth Management to help provide a client-centered experience for individuals have a the kind of service, expertise and care they deserve.
Scott has had extensive contact with bank regulatory agencies, and was involved in the development of customized benefit plans and BOLI placements for hundreds of banks throughout the country. This unique background provides Scott with considerable expertise in the legal aspects of compensation, nonqualified benefits, and both bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) plan design.
Scott has addressed numerous banking groups on the topics of executive compensation, non-qualified benefits and BOLI. In addition, he has been quoted in various banking trade publications including North Western Financial Review, Illinois Banker, Hoosier Banker and Wisconsin Community Banking News regarding the impact of Financial Institutions Letter 127-04. He has also authored articles for Bank Director and the Credit Union Journal.
Scott has a law degree from William Mitchell College of Law, St. Paul, Minnesota. He is a member of the Association for Advanced Life Underwriting (AALU) and is past president of the Twin Cities Society of Financial Services Professionals.
Scott Richardson has earned designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and holds FINRA S6 (Investment Company and Variable Contracts Representative), Series 7 (General Securities Representative), S24 (General Securities Principal), 63 (Uniform Securities Agent State Law) and 65 (Uniform Registered Investment Adviser Law) licenses.
Scott resides in Illinois with his family.
Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC.
Investment Advisory Services offered through Lion Street Advisors, LLC. LSF is not affiliated
with IZALE Wealth Management.
