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Scott P Herrmann

Advisor Image
Scott P Herrmann
Wealth Advisor
.
ChFC®, FIC, CKA®
Part of the Shoreline Group practice
About Scott Herrmann
About Scott Herrmann

Being a financial professional is rewarding and it’s absolutely my pleasure to individually tailor plans to your values and needs. Outside of the office I enjoy creating and completing home improvement ideas & plans, spending time with friends and family, serving on my church’s technology team, and cheering for the Bears. Above all, I enjoy spending time with my wife, Karla, our 4 adult children, and 7 grandchildren. Because I have been blessed, I truly believe in blessing others and look for opportunities to give back in the community often. I would be honored to assist you in reaching your goals – give us a call today to begin your financial journey.


I SUPPORT THE FOLLOWING:

-Southern Lakes Love, Inc.

-United Way, Racine County

-1Hope, Kenosha County

-Burlington Aquaducks

-Life Choices, Burlington

-Local congregations & their schools

-30+ other local non-profit organizations


EDUCATION AND ACCOMPLISHMENTS

-FINRA Series 63 Uniform Securities Agent State Law Exam

-FINRA Series 6 Investment Company/Variable Products Limited Representative

-FINRA Series 7 General Securities Representative

-FINRA Series 66 Uniform Combined State Law

-Life & Health Insurance License in AZ,CA,FL,IA,IL,IN,KS,MA,MD,ME,MI,MN,MO,MT,NC,ND,NJ,OH,PA,TN,TX,VA,WI.

My qualifications
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Certified Kingdom Advisor®
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Alabama
  • Arizona
  • California(Insurance Lic. #0L84872)
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • New Jersey
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Insights

Growth and stocks remain resilient, but rates rise: Q4 2026 market outlook
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations