Scott Leverenz, CRPC

Scott is an independent financial professional and founder of Retirement & 401(k) Plan Advisors, LLC.  With over 25 years of experience, Scott focuses his practice in Strategic Planning for individuals and closely held businesses with emphasis placed on Personal Retirement, Investment and Estate Planning.  Scott acts as a liaison with attorneys and other advisors to help coordinate and implement the most appropriate planning strategies in seeking growth as well as preservation of assets. 

Continued studies include Estate and Retirement Planning acknowledged by Life Underwriters Training Council, LUTC.  He also has a Chartered Retirement Planning Counselor (CRPC) designation, as acknowledged by the College for Financial Planning and its American Institute of Retirement Planners.   

Scott is a frequent lecturer for many organizations throughout the Twin Cities, with special emphasis on pre- and post- retirees planning needs.  Scott has consistently, on an annual basis since 2013, been a recipient of the Five Star Wealth Manager Award as listed in Minneapolis/St. Paul and Twin City Business magazines. 

Scott is an Investment Advisor Representative of Cambridge Investment Research Advisors, providing financial planning & investment advice and a Registered Representative of Cambridge Investment Research, a full service Broker/Dealer providing brokerage services.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com.