Robert Scott Richardson

Current Employers

Employment History

• 07/2012 → 08/2017
  Independence Capital Company Inc
  Parma, OH
• 08/2017 → Present
  Lion Street Financial
  Elgin, IL
• 08/2017 → Present
  Lion Street Advisors
  Elgin, IL
• 06/2011 → Present
  Izale Financial Group
  Elgin, IL
• 08/2019 → Present
  Izale Financial Group
  Elgin, IL
• 08/2016 → 12/2023
  Izale Wealth Management Llc
  Naperville, IL
• 01/2015 → Present
  Izale Real Estate Holdings Llc
  Elgin, IL
• 08/2019 → Present
  Cultivated Community Llc
  Elgin, IL
• 11/2025 → Present
  Integrity Alliance, Llc.
  Elgin, IL
• 11/2025 → Present
  Integrity Alliance, Llc.
  Elgin, IL

Previous Registrations

• 2017-08-04 → 2025-11-03
  Lion Street Advisors, Llc
  Barrington, IL
  Elgin, IL
• 2007-12-21 → 2011-06-07
  Northwestern Mutual Investment Services, Llc
  Downers Grove, IL

Other Businesses

LION STREET INC; YES; 515 CONGRESS AVE STE 2500 AUSTIN TX 78701; INSURANCE PRODUCER GROUP; LESS THAN 2 HRS; OWNER 4 IZALE REAL ESTATE HOLDINGS, COMMERCIAL & RESIDENTIAL PROPERTIES; OWNER, 2HRS/WEEK. FFR LLC POSITION: independent insurance producer NATURE: FFR, like Lion Street Inc., is an insurance distribution firm. I have non-Lion Street firms that want to refer me opportunities and these would be placed through FFR at carriers such as Penn Mutual and Nationwide. No variable or premium financing cases would be placed with FFR; those would all be placed with LSI/LSF. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 100 Spectrum Center Drive, Suite 400, Irvina CA 92618, United States DESCRIPTION: Insurance producer IZALE FINANCIAL GROUP POSITION: Owner NATURE: Insurance sales and service. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 12/27/2010 ADDRESS: 2400 Big Timber Road, Suite 103A, Elgin IL 60124, United States DESCRIPTION: Solicit, close, and service insurance. IZALE REAL ESTATE HOLDINGS LLC POSITION: Owner NATURE: IREH owns commercial and residential rental real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 2400 Big Timber Road, Suite 103A, Elgin IL 60124, United States DESCRIPTION: Monitor properties in IL, MO, OH, and TX. CULTIVATED COMMUNITY LLC POSITION: Owner NATURE: This was previously disclosed, but is not showing in Reged any more.This is an online retail store. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: 2400 Big Timber Road, Suite 103A, Elgin IL 60124, United States DESCRIPTION: Owner - no day-to-day activities. RISK STRATEGIES POSITION: Employee NATURE: Same as existed with IZALE Financial Group LLC - on July 1, 2023 the assets and liabilities of IZALE were acquired by Risk Strategies.Sales and service of insurance products, as well as co-investment advisory on some qualified retirement plans. INVESTMENT RELATED: No NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 140 START DATE: 07/01/2023 ADDRESS: 160 Federal Street, 4th Floor, Boston MA 02110, United States DESCRIPTION: Managing director - responsible for the design, implementation and service of insurance programs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-08
• S63 Uniform Securities Agent State Law Examination
  1991-08-19

Designations

Other Names

• Scott Richardson
• R Scott Richardson