Scott Klaassen has been an investment adviser representative at Turner Financial Group since March 2023, and is not listed among the firm’s executive officers or direct owners.
Turner Financial Group, Inc. is a Pace, FL firm with $230M under management, 620 clients and 8 advisers across 7 offices, as of its June 2026 filing.
Scott Klaassen is Chief Operating Officer of Turner Financial Group. He is an investment operations professional with 30 years of experience in the investment advisory industry. Klaassen oversees operations, HR, accounting and technology-related areas of the firm.
Scott Klaassen’s longest registration is the current one, 3 years at Turner Financial Group since 2023. Before joining Turner Financial Group in 2023, Scott Klaassen was registered through Claraphi Advisory Network, LLC.
- Turner Financial Group, Inc.Current– present · 3 yearsOmaha, NE · Adviser representative · Firm CRD 134204
- Claraphi Advisory Network, LLC– · 3 yearsOmaha, NE · Adviser representative · Firm CRD 165868
Investment adviser representative registrations
Scott Klaassen is registered as an investment adviser representative in Florida, since March 2023.
- FloridaSince 17 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 September 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 14 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 September 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Scott Allen Klaassen
- CRD
- 3098168
- Firm
- Turner Financial Group · CRD 134204
- Office
- Omaha, NE
- Registration
- Investment adviser registration
- In the industry since
- June 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- turnerfg.com
Where does Scott Klaassen work?
Scott Klaassen is an investment adviser representative registered through Turner Financial Group, Inc. since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Scott Klaassen a financial advisor?
Yes. Scott Klaassen has a current investment-adviser registration in Florida, through Turner Financial Group since March 2023.
How many years of experience does Scott Klaassen have?
Scott Klaassen has 23 years in the financial industry, since June 2003, across 2 adviser firms.
What exams has Scott Klaassen passed?
Scott Klaassen has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in September 1998. FINRA credited Scott Klaassen with the SIE, which began in October 2018.
Where did Scott Klaassen work before Turner Financial Group?
Before Turner Financial Group, Scott Klaassen was registered through Claraphi Advisory Network, LLC, September 2017 to February 2021.
Where is Scott Klaassen based?
Scott Klaassen’s registered office is in Omaha, NE.
Is Scott Klaassen registered with FINRA?
No. Scott Klaassen has no current broker registration.
How can I verify Scott Klaassen’s record?
Search CRD 3098168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Klaassen’s full registration record.