Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
22yrs
Scott Iverson
Financial advisor at Claris Advisors
Scott Iverson is a financial advisor in St. Louis, Missouri, with 22 years in the industry. Scott joined Claris Advisors in 2015, a firm offering financial planning, investment management, and retirement plan consulting. Scott’s designations include CFP® and ChFC.
At a glance
Experience22 years (since 2004)
How that compares ?Top 25% by experience in St. Louis
Office800 Market Street Suite 500, St. Louis, MO 63101
FirmClaris Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.75 million
Advisors at the firm4
States licensed ?1 state
Services through Claris Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2015 – nowClaris Advisors, LLCCurrent firm
Contact Scott
(314) 655-5504Claris Advisors main office 800 Market Street Suite 500St. Louis, MO 63101Office · Get directions Firm websiteHTTP://WWW.CLARIS-ADVISORS.COM
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Claris Advisors at (314) 655-5504 and ask for Scott Iverson. Scott works from the St. Louis, MO office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2004, about 22 years. Top 25% by experience in St. Louis.
What licenses does Scott hold?
Series 63. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Scott paid?
Claris Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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