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This profile was last updated on 12/16/14  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. R. Scott Richardson

Wrong R. Scott Richardson?

President and Chief Executive Off...

Local Address: St. Charles, Illinois, United States
iZale Financial Group llc
1901 N. Roselle Road Suite 800
Schaumburg , Illinois 60195
United States

Company Description: iZale Financial Group offers you deeply respected industry experience that spans four decades. We provide our clients with extensive pre- and post-purchase...   more
Background

Employment History

Education

  • J.D.
  • law degree
    William Mitchell College of Law
9 Total References
Web References
Artisan Advisors, LLC | R. Scott Richardson, J.D.
www.artisan-advisors.com, 13 April 2014 [cached]
R. Scott Richardson, J.D.
As a consultant for Artisan Advisors, LLC, Scott brings experience in the financial services and life insurance industries that spans four decades. Scott has had extensive contact with bank regulatory agencies, and was involved in the development of customized benefit plans and BOLI placements for hundreds of banks throughout the country. This unique background provides Mr. Richardson with considerable expertise in the legal aspects of compensation, nonqualified benefits and bank-owned life insurance (BOLI)/corporate-owned life insurance (COLI) plan design. Scott Richardson is also President and CEO of iZale Financial Group, LLC.
Scott Richardson has addressed numerous banking groups on the topics of executive compensation, nonqualified benefits and BOLI. In addition, he has been quoted in various banking trade publications including North Western Financial Review, Illinois Banker, Hoosier Banker and Wisconsin Community Banking News regarding the impact of Financial Institutions Letter 127-04.
Scott has a law degree from William Mitchell College of Law, St. Paul, Minnesota. He is a member of the Association for Advanced Life Underwriting (AALU) and is past president of the Twin Cities Society of Financial Services Professionals.
Scott Richardson has earned designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and holds Series 6, 7, 63, 65 and 24 licenses.
Scott resides in Illinois with his family.
waident.com
www.waident.com, 1 May 2013 [cached]
"We selected Waident because we have had significant growth over the past two years, with more expected in the next several years, and need a technology support solution that can flexibly grow with us," said R. Scott Richardson, JD, President and CEO of iZale.
IRS DOMA Guidance Clarifies Rules for Employee Benefit Plans.
www.izalefg.com, 13 April 2012 [cached]
R. Scott Richardson, JD
...
For more information about the topic discussed in this Washington Report, please contact R. Scott Richardson at scott@izalefg.com
...
Scott Richardson is a registered representative of, and securities are offered through, Independence Capital Company, Parma, Ohio, member FINRA, SIPC.
Scott Richardson founded ...
www.izalefg.com, 13 April 2012 [cached]
Scott Richardson founded iZale Financial Group, llc in 2011as a boutique firm driven by close client relationships.
"I do not make many vendor referrals to my banking clients, but Scott has repeatedly earned my trust and the trust of my clients over the years in the BOLI field.
R. Scott Richardson, JD
www.izalefg.com, 13 April 2012 [cached]
R. Scott Richardson, JD
...
R. Scott Richardson, JD
Scott brings experience in the financial services and life insurance industries that spans four decades. Scott has had extensive contact with bank regulatory agencies, and was involved in the development of customized benefit plans and BOLI placements for hundreds of banks throughout the country. This unique background provides Mr. Richardson with considerable expertise in the legal aspects of compensation, nonqualified benefits and bank-owned life insurance (BOLI)/corporate-owned life insurance (COLI) plan design.
Scott Richardson has addressed numerous banking groups on the topics of executive compensation, nonqualified benefits and BOLI. In addition, he has been quoted in various banking trade publications including North Western Financial Review, Illinois Banker, Hoosier Banker and Wisconsin Community Banking News regarding the impact of Financial Institutions Letter 127-04.
Scott has a law degree from William Mitchell College of Law, St. Paul, Minnesota. He is a member of the Association for Advanced Life Underwriting (AALU) and is past president of the Twin Cities Society of Financial Services Professionals.
Scott Richardson has earned designations as a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and holds Series 6, 7, 63, 65 and 24 licenses.
Scott resides in Illinois with his family.
...
Scott Richardson is a registered representative of, and securities are offered through, Independence Capital Company, Parma, Ohio, member FINRA, SIPC. iZale Financial Group is independently owned and operated and not affiliated with Independence Capital Company.
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