Scott Thompson, CFP^®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

Fiduciary CERTIFIED FINANCIAL PLANNER in SA

About Clipper Wealth Management, LLC

Clipper Wealth Management, LLC is an independent financial management organization. Our specialty is to provide custom wealth management strategies that are objective to individuals, families and trusts . We help develop financial plans to take full advantage of all income, tax and growth opportunities that are consistent with a clients goals and risks. Each person and their circumstances are unique&so are their plans.

See Disclosures

General Information

Firm Start Year

2008

No. of Employees

5-9

CRD#

4414290

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

TX, FL, CO, CA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

7 years with A.G. Edwards 10 years and currently self employed through LPL Financial as broker-dealer.

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations, Trust

Advisory Services Provided

Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Investment Advice & Management

Services

Investment Types

Exchange Traded Funds (ETFs), Mortgages & Real Estate, Options & Futures, Bonds, Annuities, Insurance, Mutual Funds, Alternative Investments, Stocks, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Phone, Email, Your Office, Our Office

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66, Series 65, Series 63, Series 7

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee

Additional Details on Charges

Fee Based compensation based upon assets.

Education

Bachelors - Business Management

University of Texas - San Antonio
09/01/1988 - 12/10/1992

Disclosures

FinancialAdvisor.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

All other trademarks and copyrights are the property of their respective holders.

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.

FinancialAdvisor.net is a nationwide system of investment advisors and planners. Our members belong to boutique RIA firms as well as big wall street brands. We are not a financial advisory firm and do not provide financial advice. Our advisor-match service is free to the consumers. However, advisors pay a fee to be a member of our network.

We pre-screen advisors for: - Experience (minimum FIVE years required) - Advisor Compensation (fee-based or fee-only) - Licensing and disclosures with SEC.

We guarantee that, based on fit and availability of advisors in your area, you will be matched with NO MORE than three advisors.

Scott Thompson, CFP®