Scott Yeoman Financial Advisor at Affinity Plus Federal Credit Union

Affinity Plus Investment Center

Scott Yeomans

Financial Advisor
Scott is excited to serve Affinity Plus Federal Credit Union members and bring his experience together with member-first values to help you feel supported every step of the way.

Check the background of your investment professionals associated with this site on FINRA's BrokerCheck.

Contact Scott

(651) 312-9348
LakevilleMankato CommunityFaribaultRochesterWinona

Business Experience

2025–Present:  Financial Advisor, Affinity Plus Investment Center
2015–Present: Adjunct Professor, Graduate School of business, University of Northwestern, St. Paul
20017–2023:  Financial Services Business Consultant, Thrivent Financial
2014–2017:  Business Management Consultant, Securian Financial
2002–2023:  Program Manager, Financial Advisor Training & Development, RBC Wealth Management

Education

Master of Business Administration: University of St. Thomas

Qualifications

  • Securities license Series 7, 63, & 65 held with LPL Financial
  • Minnesota State Life & Health Insurance License

Investment Center Disclosures 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Check the background of your financial professional on FINRA's BrokerCheck.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Scott Yeoman Financial Advisor at Affinity Plus Federal Credit Union

Affinity Plus Investment Center

Scott Yeomans

Financial Advisor
Scott is excited to serve Affinity Plus Federal Credit Union members and bring his experience together with member-first values to help you feel supported every step of the way.

Check the background of your investment professionals associated with this site on FINRA's BrokerCheck.

Contact Scott

(651) 312-9348
LakevilleMankato CommunityFaribaultRochesterWinona

Business Experience

2025–Present:  Financial Advisor, Affinity Plus Investment Center
2015–Present: Adjunct Professor, Graduate School of business, University of Northwestern, St. Paul
20017–2023:  Financial Services Business Consultant, Thrivent Financial
2014–2017:  Business Management Consultant, Securian Financial
2002–2023:  Program Manager, Financial Advisor Training & Development, RBC Wealth Management

Education

Master of Business Administration: University of St. Thomas

Qualifications

  • Securities license Series 7, 63, & 65 held with LPL Financial
  • Minnesota State Life & Health Insurance License

Investment Center Disclosures 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Affinity Plus Federal Credit Union and Affinity Plus Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Affinity Plus Investment Center and may also be employees of Affinity Plus Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Affinity Plus Federal Credit Union or Affinity Plus Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Check the background of your financial professional on FINRA's BrokerCheck.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS