Wealth Insights

From friend to fraud: Spotting the signs of an investment scam

Episode 22 - Regions Wealth Podcast Series

When it comes to investment fraud, we typically only hear about big, billion-dollar schemes like the Madoff investment scandal. However, the reality is that investment fraud is quite common. Research has found that one in ten investors fall prey to investment fraud at some point in their lives. In this episode of Regions Wealth Podcast, Area Investment Executive Scott Krogmann joins us to discuss what investors can do to protect themselves against fraud, and what warning signs they should look out for.

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Meet the Speaker

Scott Krogmann is an Area Investment Executive with Regions Investment Services and partners with Regions Financial Advisors to provide comprehensive investment services, conveniently located in your neighborhood Regions branch. With more than 14 years of industry experience, Scott views financial planning as a means to create roadmaps to retirement for clients. Scott holds his Series 7, Series 66 and Series 24 licenses, and is licensed in life, health and annuities in the states of Florida, Georgia, and Tennessee. He also holds his Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary (AIF®), and Corporation for Social Security Claiming Strategies (CSSCS) designations. Scott understands that learning is a lifelong process, and is currently pursuing his Certified Wealth Strategist (CWS®) Designation. Scott is active in his community, having previously served as the Chairman for Rotary International’s Youth Exchange Program in Florida/Georgia/Bahamas, and is currently serving as President of his church congregation. Want to find a financial advisor like Scott? Contact a Wealth Advisor today.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

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