Terrence John Scroggin

Employer firm

Msp Wealth Management, LLC CRD 306522

$228M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2002 → 10/2019
  1St Global Capital Corp.
  Klamath Falls, OR
• 06/1984 → Present
  Molatore & Co. Llp (Fka Molatore, Scroggin, Peterson & Co, Llp)
  Klamath Falls, OR
• 01/2004 → 03/2020
  Avantax Insurance Services
  Klamath Falls, OR
• 10/2019 → 03/2020
  Avantax Advisory Services
  Irving, TX
• 10/2019 → 03/2020
  Avantax Investment Services, Inc.
  Klamath Falls, OR
• 03/2020 → Present
  Msp Wealth Management, Llc
  Klamath Falls, OR

Previous Registrations

• 2019-10-25 → 2020-04-01
  Avantax Advisory Services
  Irving, TX
• 2002-12-16 → 2019-10-25
  1St Global Advisors Inc
  Klamath Falls, OR

Other Businesses

1) SWAN LAKE MOLDING CO; POSITION: PRESIDENT, CO-TTEE; NATURE: RENTAL REAL ESTATE; INV RELATED: Yes; # OF HRS: 15; SEC TRADE HRS: 0; START DATE: 11/01/08; ADDRESS: Klamath Falls OR; DES: PRES./CO-TTEE. 2) TERRENCE SCROGGIN; POSITION: INSURANCE AGENT; NATURE: INSURANCE; INV RELATED: Yes; #OF HRS: 2; SEC TRADE HRS: 1; ADDRESS: Klamath Falls OR; DESCRIPTION: AGENT. 3) C FAMILY REMAINDER TRUST; POSITION: ACTING TTEE; NATURE: TRUST; INV RELATED: No; #OF HRS: 0; SEC TRADING HRS: 0; START DATE: 7/27/10; DESCRIPTION: TTEE duties. 4) GMC IRREVOCABLE TRUST; POSITION: TTEE; NAT: LIFE INS TRUST; INV RELATED: No; #OF HRS: 0; SEC TRADE HRS: 0; START DATE: 7/27/10; DESCRIPTION: TTEE duties. 5) DC TRUST; POSITION: CO-TTEE; NATURE: TRUST; INV RELATED: No; #OF Hrs: 0; SEC TRADE Hrs: 0; START DATE: 7/30/10; DESCRIPTION: Co-Trustee w/ J.V. settle trust estate of mutual client. 6) KB BREWING, INC; POSITION: MEMBER THE BOARD OF DIRECTORS; NATURE: RESTAURANT AND BREWERY; INV RELATED: Yes; #OF Hrs: 8; SEC TRADE Hrs: 0; START DATE: 11/01/04; ADDRESS: Klamath Falls OR; DESCRIPTION: Board of Directors duties.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-13

Other Names

• Terry Scroggin