Scott Allen Klaassen

Employer firm

Turner Financial Group, Inc. CRD 134204

$230M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2008 → 03/2017
  Northern Lights Distributors, Llc
  Omaha, NE
• 10/2015 → 03/2017
  Constellation Trust Company
  Omaha, NE
• 03/2017 → 02/2021
  Claraphi Advisory Network, Llc
  Omaha, NE
• 02/2021 → Present
  Turner Financial Group, Inc
  Pace, FL

Previous Registrations

• 2017-09-12 → 2021-02-25
  Claraphi Advisory Network, Llc
  Omaha, NE
  Aliso Viejo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-09-12
• S63 Uniform Securities Agent State Law Examination
  2002-09-26