Profil
Mr. Scott G.
Walloch, CPA, is Supervising Advisor at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors in 2009, Mr. Walloch was a senior financial consultant at a financial advisory firm where he advised small business owners on matters of taxation, debt management, cash flow analysis, retirement and estate planning, insurance and business acquisition/succession planning.
He also spent more than three years in the audit practice at a national accounting firm.
Mr. Walloch is a 2000 graduate of Valparaiso University, Indiana, with a BS degree in accounting and marketing.
He is a Certified Public Accountant, Certified Financial Planner and Registered Investment Advisor.
He is a member of the American Institute of Certified Public Accountants, Indiana CPA Society and Finance Committee of NPower Indiana.
Anciens postes connus de Scott G. Walloch
| Sociétés | Poste | Fin |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Corporate Officer/Principal | 31/05/2012 |
Formation de Scott G. Walloch
| Valparaiso University | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Finance |
