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Scott Leak, CFP®, CEPA®

Scott started at TD Ameritrade just before the turn of the century and spent the last decade helping them build their Advisor Services division. He earned his CFP® designation in 2010, helping him gain a deeper understanding the unique challenges advisors face.

While at TD Ameritrade, Scott led a nationwide team supporting emerging registered investment advisor (RIA) practices. He was also named as his team’s salesperson of the year three times.

Scott chose to join FP Transitions because he sees them as a pioneer in supporting independent advisors and he's able to tap into his extensive expertise to help advisors grow and protect their business. 

Scott is also a seasoned and talented golfer who has played in the Nebraska Mid-Amateur Golf Championship twice. If you need recommendations for a dinner pairing, ask Scott. He’s earned the Level 1 and Level 2 awards in wines from the Wine & Spirit Education Trust (WSET).

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