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Current Employers
Kyle S. Scott Financial Planning, Inc.

2000 S. College Ave Suite 310, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-12-09
  • CO RA
    APPROVED
    Since 2025-12-09

Branch Locations

2000 S. College Ave Suite 310, Fort Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kyle S Scott Financial Planning Inc Fort Collins CO 11/2017 Present
Kyle S Scott Financial Planning Inc Fort Collins CO 11/2018 Present
Full Time Student Greeley CO 08/2014 05/2017
Traveling/Unemployed Severance CO 05/2017 11/2017
Kyle S Scott Financial Planning Inc Fort Collins CO 04/2021 Present
Other Businesses

Independent insurance agent; not investment related; 125 S. Howes St Suite 280, Fort Collins CO 80521; started 10/25/2019; 2 hours spent per month on this activity; 0 hours spent per month during trading hours on this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-01
  • S65 Uniform Investment Adviser Law Examination
    2018-11-01
Other Names
  • Erin Coatney

View on SEC IAPD

Other Firms

Other Investors

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