Advisor at MSP Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MSP Wealth Management, LLC
Location
Klamath Falls, OR 97601
Credentials
Series 66
Industry experience
23 years
Terrence Scroggin is a financial advisor at MSP Wealth Management, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1ST Global Capital Corp. He is also involved as a board member of KB Brewing, Inc., a local restaurant and brewery. MSP Wealth Management serves individuals, trusts, partnerships, and corporations through a six-advisor team, providing portfolio management, financial planning, and referrals for accounting and tax services. The firm offers customized fiduciary investment advice, typically implementing client strategies via its MSP Wrap Fee Program, and maintains an affiliation with the accounting firm Molatore & Co. LLP.
Based on MSP Wealth Management, LLC
Typically ranging from $1,500 to $5,000 for financial planning and consulting services
Certain associated persons licensed to sell insurance may receive commissions from insurance products sold to clients, separate from MSP advisory fees
Typically ranging from $150 to $250 per hour for financial planning and consulting services
Fee-only: Hourly fees typically ranging from $150 to $250 per hour; Fixed fees typically ranging from $1,500 to $5,000 for financial planning and consulting services
824 Pine Street
Klamath Falls, OR 97601
Oregon · Texas
MSP Wealth Management, LLC
2020 - Present (6 years)
Avantax Investment Services, INC.
2019 - 2020 (1 year)
Avantax Advisory services
2019 - 2020 (1 year)
Avantax Insurance Services
2004 - 2020 (16 years)
1ST Global Capital Corp.
2002 - 2019 (17 years)
MOLATORE & CO. LLP (fka MOLATORE, SCROGGIN, PETERSON & CO, LLP)
1984 - Present (42 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 63, Series 66
Klamath Falls, OR
MSP Wealth Management, LLC
Series 66
Klamath Falls, OR
Osaic Advisory Services, LLC
Series 63, Series 66
Klamath Falls, OR
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 65
Klamath Falls, OR
OSAIC
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