Scott Coenen graduated from UW Whitewater in 1980. He became a financial advisor shortly after in January of 1981 with John Hancock Financial Network.
Scott focuses on addressing the financial needs of individuals, businesses, and families. He helps his clients make informed decisions toward accomplishing their goals for the accumulation and protection of their assets. Scott specializes in pre and post retirement strategies, risk management, estate conservation, long-term life insurance and wealth transfer strategies.
Education and Professional Qualifications
• Chartered Life Underwriter (CLU)
• Life Underwriter Training Council Fellow (LUTCF) since 1983
• Securities licenses include FINRA series 6, series 63
• Certification for Long Term Care (CLTC)
• BBA in Finance from UW-White Water Memberships & Affiliations
• Life and qualifying member of the Million Dollar Round Table*
• NAIFA Southeast president 2005-2006
• Million Dollar Round Table* Charitable Foundation Bronze Knight.
• Member of the Franklin Lions Club
Personal Data - Scott and his wife Jan have three children and currently reside in Franklin, WI.
*Qualifying membership in the Million Dollar Round Table (MDRT) Court of the Table is based on minimum sales production requirements and gross business generated within a year.