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  2. Scott D. Petersen

Scott D. Petersen

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Scott D. Petersen
Financial Advisor
Phone: 
(949) 223-8262
E-mail: 
Scott.Petersen@tfgroup.com

CA License No. 0G27335

Scott is a Financial Advisor with Tax & Financial Group (TFG), a financial services firm headquartered in Newport Beach.  Scott works with clients to implement strategies that help to secure the financial future of their family and business interests.  He is also the author of TFG's annual research report of closely-held business owners entitled "Exit Planning Process: Challenges, Trends, and Conclusions."

Scott has been in the financial services business since 1998. Prior to this, he spent three years in marketing positions for companies in the publishing and advertising industries.

Scott graduated from Loyola Marymount University with a Bachelor of Arts degree. He also earned a Masters of Business Administration from the University of San Francisco. Scott holds multiple securities registrations including Series 7 and 66, as well as the Life and Health licenses. He is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., member FINRA/SIPC. Scott is also a Certified Toastmaster (CTM). Scott is also on the board of directors of the All-American Boys Chorus. Scott resides in Newport Beach with his wife Noelle and their three sons.

3385226 DOFU 12/2020

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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