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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 APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2017-01-06
  • CO RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2017-01-06

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Centaurus Financial, Inc. Orange CA 01/2008 02/2017
Kyle S. Scott Financial Planning, Inc. Fort Collins CO 01/2017 04/2021
Kyle S. Scott Financial Planning, Inc Fort Collins CO 04/2021 Present
Previous Registrations
  • 2008-01-16 → 2017-03-03
    Windsor, CO
  • 2005-11-03 → 2008-01-23
    Waddell & Reed
    Fort Collins, CO
    Ft. Collins, CO
Other Businesses

INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; 125 S HOWES STREET, SUITE 820, FORT COLLINS CO 80521; SINCE 9/2005; 15 HOURS/MONTH DEVOTED TO THIS BUSINESS; 5 HOURS/MONTH DURING SECURITIES TRADING HOURS DEVOTED TO THIS BUSINESS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-01
  • S66 Uniform Combined State Law Examination
    2005-11-01
Designations

View on SEC IAPD

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