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Scott Klatte
LPL Financial Consultant

Xceed Financial Credit Union
1990 E. Grand Avenue
El Segundo, CA 90245
Phone: 310.640.6730
sklatte@xfcu.org

Biography
Scott Klatte is uniquely qualified to design specific financial strategies to address your individual needs. Scott can provide guidance in making long-term investments, and can help you identify and prioritize your financial goals.

Services

  • Retirement Planning
  • Rollover Counseling
  • Insurance Needs Analysis
  • Assistance with inheritance distributions, legal settlements,
    and other significant lump sums
  • Educational Funding Planning.

It’s always a good time to evaluate your future financial needs, and to re-evaluate your current investment portfolio. Contact Scott today to schedule your complimentary consultation.

LPL Financial
The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with residents of the following states:

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

The Xceed Financial Credit Union (XFCU) Web Branch contains links to sources outside the Credit Union that we believe are useful to visitors and members. Once you are linked to another site, you are subject to the privacy policy and terms of use of the new site. XFCU is not responsible for the content presented within the LPL Financial web site.

Securities & Insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC. Investment and Insurance products are not credit union deposits, are not insured by the NCUA or any federal government agency, are not obligations of or guaranteed by a bank, credit union or LPL Financial, and are subject to investment risks, including possible loss of principal amount invested.

LPL Financial does not represent in any capacity either Xerox or the Xerox retirement plans.

Please be advised that while Xceed Financial Credit Union provides services and products to Xerox employees and their families, the Credit Union is a separate legal entity and is neither owned nor controlled by Xerox