Scott Lovejoy, Financial Advisor located in Elm Grove, WI

Financial Advisor
Scott Lovejoy

CEPA®, RICP®, AAMS®
12970 W Bluemound Rd, Ste 308, Elm Grove, WI 53122opens in a new window
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Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Hockey
  • Tennis
  • Baseball
  • Skiing

Team Members

  • Nichole West
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(262) 923-2172

Fax

(855) 517-5291

Office Address

12970 W Bluemound Rd
Ste 308
Elm Grove, WI 53122opens in a new window

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