Scott Hartman | Financial Advisor | Council Bluffs, IA | U.S. Bancorp Wealth Management

Scott Hartman

Wealth Management Advisor
U.S. Bancorp Investments

712.325.2999

Primary office
421 West Broadway
Council Bluffs, IA 51503

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About me

It is my pleasure to serve the financial needs of people in the Council Bluffs and Southwest Iowa area. I started in the financial services industry in 1992 as a Wealth Management Advisor. I hold a Master of Business Administration degree in finance and marketing from the University of Iowa, and a Bachelor of Arts degree in finance from Westmar College in Le Mars, Iowa.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work, I spend my time serving on the board of the Jennie Edmundson Hospital Foundation, and on the board of Children's Square USA as well as on the board of Saint John Lutheran Church. In my free time, I enjoy spending time with the kids, traveling with my wife, golfing and attending concerts.

Area of focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.