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Scott Hartman

34 Years of Experience
Council Bluffs, IA
1 DisclosureBroker

Scott Hartman is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Council Bluffs, IA, with 34 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1158 advisors
IM Fee
Planning only
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
One-Time Plan:$0
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Location

421 W Broadway, Council Bluffs, IA, 51503

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History

Regulatory History (1)
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Criminal
March 2000
Final Disposition
Other Business Activities

Scott is the treasurer for Saint John Lutheran Church, chairman for Jennie Edmunson Hospital Foundation, and a board member for both the Council Bluff's Air Port Authority and the Southwest Iowa Foundation. He is also a member of the Board of Directors for the Council Bluffs Chamber of Commerce, dedicating minimal time to each of these activities.

Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 8 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 8 mos
Previous Registrations
U.S. Bancorp Investments, INC.
March 2006 - February 2026 · 19 yrs 11 mos
U.S. Bancorp Investments, INC.Broker
December 2001 - February 2026 · 24 yrs 2 mos
Firstar Investment Services,inc.Broker
May 1992 - December 2001 · 9 yrs 7 mos
State Registrations17 states
AZCOHIIAILLAMNMONCNEOHOKSDTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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