Wealth Management at Royal Credit Union - Scott Sommer

Find Scott at These Offices

Scott's primary office is the Eau Claire West Office and Eau Claire South Office. He is also available by appointment at the Menomonie East Office, Menomonie North Office, and the Whitehall Office.

Learn About Scott

Wealth Management at Royal Credit Union is excited to have Scott Sommer as one of our LPL Financial Registered Representatives. Scott is an experienced and knowledgeable financial advisor, ready to help ensure a stable financial future for you and your family. Scott’s main goal is to help you make well-informed decisions on what types of investments are right for you, and he is committed to helping you work towards your financial goals. Scott can assist with retirement plan/IRA rollover education, business retirement plans, college savings plans, and tax-deferred annuities, as well as long-term care, life and disability insurance.

After a long career in the retail industry where he owned a business in Duluth, MN for 20 years, Scott made the decision to sell his business in 2014 and join the financial services industry as a financial advisor at a large firm in Duluth. In 2018, with two of their children in Eau Claire and one in the Twin Cities, Scott and his wife Beth decided to move to a “warmer” climate to be closer to their children, and have made Eau Claire their home.

Scott has a Bachelor of Arts degree in Business Administration from the University of Wisconsin-Superior.

Scott has been involved in coaching youth football and basketball and is past treasurer of the Superior Noon Optimist Club. In his spare time, Scott enjoys running, golfing, being outside, and spending time with his family.

Licenses/Registrations

• FINRA Series 7 and 66 securities registrations held with LPL Financial. Life, Accident and Health Insurance licenses.
• Check the background of your financial professional on FINRA’s BrokerCheck.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and Wealth Management at Royal Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Royal Credit Union, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or Wealth Management at Royal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Wealth Management at Royal Credit Union site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MN and WI.

Royal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.