Scott Sommer

RCU Investment & Insurance Team - Scott Sommer

LPL Financial Advisor

Email: scott.sommer@lpl.com

Phone: 715-855-2276

Primary Offices: Eau Claire West Office and Eau Claire South

Find Scott at These Offices

Scott's primary office is the Eau Claire West Office and Eau Claire South Office. He is also available by appointment at the Menomonie East OfficeMenomonie North Office, Eau Claire Southwest Office and the Whitehall Office.

Learn About Scott

The RCU Investment & Insurance Team is excited to have Scott Sommer as one of our LPL Financial Registered Representatives. Scott is an experienced and knowledgeable financial advisor, ready to help ensure a stable financial future for you and your family. Scott’s main goal is to help you make well-informed decisions on what types of investments are right for you, and he is committed to helping you work towards your financial goals. Scott can assist with retirement plan/IRA rollover education, business retirement plans, college savings plans, and tax-deferred annuities, as well as long-term care, life and disability insurance.

After a long career in the retail industry where he owned a business in Duluth, MN for 20 years, Scott made the decision to sell his business in 2014 and join the financial services industry as a financial advisor at a large firm in Duluth. In 2018, with two of their children in Eau Claire and one in the Twin Cities, Scott and his wife Beth decided to move to a “warmer” climate to be closer to their children, and have made Eau Claire their home.

Scott has a Bachelor of Arts degree in Business Administration from the University of Wisconsin-Superior.

Scott has been involved in coaching youth football and basketball and is past treasurer of the Superior Noon Optimist Club. In his spare time, Scott enjoys running, golfing, being outside, and spending time with his family.


Licenses/Registrations

  • FINRA Series 7 and 66 securities registrations held with LPL Financial. Life, Accident and Health Insurance licenses.
  • Check the background of your financial professional on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or RCU Investment & Insurance Team. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The RCU Investment & Insurance Team site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MN and WI.


Specialties:

  • Retirement planning and IRA rollovers
  • Business retirement plans
  • Long-term care, disability, and life insurance