Scott Krizek, Cfp®
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Scott Krizek, Cfp® Email & Phone Number

Connector of Great People and Great Ideas | Director of Member Firm Development at M Financial Group
Location: Mequon, Wisconsin, United States 4 work roles 4 schools
1 work email found @perspectiveadvisors.com 2 phones found area 262 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email s****@perspectiveadvisors.com
Direct phone (262) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Connector of Great People and Great Ideas | Director of Member Firm Development
Location
Mequon, Wisconsin, United States
Company size

Who is Scott Krizek, Cfp®? Overview

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Quick answer

Scott Krizek, Cfp® is listed as Connector of Great People and Great Ideas | Director of Member Firm Development at M Financial Group, a company with 252 employees, based in Mequon, Wisconsin, United States. AeroLeads shows a work email signal at perspectiveadvisors.com, phone signal with area code 262, and a matched LinkedIn profile for Scott Krizek, Cfp®.

Scott Krizek, Cfp® previously worked as Director Member Firm Development at M Financial Group and Grief Recovery Specialist at The Grief Recovery Institute. Scott Krizek, Cfp® holds Ba, Economics from Vanderbilt University.

Company email context

Email format at M Financial Group

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{first}@perspectiveadvisors.com
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AeroLeads found 1 current-domain work email signal for Scott Krizek, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Scott Krizek, Cfp®

As Director of Member Firm Development, I connect Member Firms with key resources and support to help our Member Firms grow and thrive. After over 25 years in the financial services industry and significant firm leadership experience, I bring a unique perspective to the M community.Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Listed skills include Retirement Planning, Wealth Management, Finance, Strategic Planning, and 34 others.

Current workplace

Scott Krizek, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

M Financial Group
M Financial Group
Connector of Great People and Great Ideas | Director of Member Firm Development
portland, oregon, united states
Website
Employees
252
AeroLeads page
4 roles

Scott Krizek, Cfp® work experience

A career timeline built from the work history available for this profile.

Director Member Firm Development

Current

Lead a Regional Consulting team and build trusted relationships with Member Firms. Advise Member Firms on potential solutions for their clients or firm.Facilitate collaboration and idea sharing among firms.

Mar 2023 - Present

Grief Recovery Specialist

Current

Mequon, Wisconsin, United States

After seeing so much pain over the last few years, I decided to find a way to help those who have suffered a loss. The Grief Recovery Method is an evidenced-based program that helps people take an active role in their recovery from a death of a loved one, divorce or other significant loss. I am now certified to work with grievers either one on one or in.

Jul 2022 - Present

Writer - Novelist

Current
Self-Employed

Works in Progress include Mussolini's Stradivarius and It's Just a Road.

Apr 2021 - Present

Principal

Current
Perspective Advisors, Llc

Connector of Great People and Great Ideas

Oct 2008 - Present
Team & coworkers

Colleagues at M Financial Group

Other employees you can reach at mfin.com. View company contacts for 252 employees →

4 education records

Scott Krizek, Cfp® education

Ba, Economics

Activities and Societies: Technical Director of Original CastBA in Economics and Business Administration

Certificate, Personal Leadership Course

Columbia University - Columbia Business School
FAQ

Frequently asked questions about Scott Krizek, Cfp®

Quick answers generated from the profile data available on this page.

What company does Scott Krizek, Cfp® work for?

Scott Krizek, Cfp® works for M Financial Group.

What is Scott Krizek, Cfp®'s role at M Financial Group?

Scott Krizek, Cfp® is listed as Connector of Great People and Great Ideas | Director of Member Firm Development at M Financial Group.

What is Scott Krizek, Cfp®'s email address?

AeroLeads has found 1 work email signal at @perspectiveadvisors.com for Scott Krizek, Cfp® at M Financial Group.

What is Scott Krizek, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 262 for Scott Krizek, Cfp® at M Financial Group.

Where is Scott Krizek, Cfp® based?

Scott Krizek, Cfp® is based in Mequon, Wisconsin, United States while working with M Financial Group.

What companies has Scott Krizek, Cfp® worked for?

Scott Krizek, Cfp® has worked for M Financial Group, The Grief Recovery Institute, Self-Employed, and Perspective Advisors, Llc.

Who are Scott Krizek, Cfp®'s colleagues at M Financial Group?

Scott Krizek, Cfp®'s colleagues at M Financial Group include Mayus Karki, Jennifer Radosavljevic, Lauren Altemari, Michelle Mackey, and Michael Schwartz.

How can I contact Scott Krizek, Cfp®?

You can use AeroLeads to view verified contact signals for Scott Krizek, Cfp® at M Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Scott Krizek, Cfp® attend?

Scott Krizek, Cfp® holds Ba, Economics from Vanderbilt University.

What skills is Scott Krizek, Cfp® known for?

Scott Krizek, Cfp® is listed with skills including Retirement Planning, Wealth Management, Finance, Strategic Planning, Investments, Estate Planning, Strategic Financial Planning, and Financial Planning.

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