Scott Iverson
Investment adviser representative at Claris Advisors, LLC
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$911.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Claris Advisors, LLCJun 2015 to now
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Claris Advisors, LLC
$911.1MAssets managed
331Clients
4Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4787992
- Firm CRD
- 117734