Scott’s Approach
Scott L. Kornstedt
CFP®, CLU®, ChFC®, MBA
Financial Advisor / Member Owner
Overview
Scott Kornstedt serves as a financial advisor in Savant’s Middleton, Wisconsin, office, where he works with the University Wealth Management team to help individuals and families build clear, personalized paths toward their financial goals. As a CERTIFIED FINANCIAL PLANNER® professional, he offers comprehensive financial planning with an emphasis on wealth transfer, philanthropy, income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance evaluations, debt management, and education funding. He also holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
Scott began his career in financial services in 2004 and strives to be a resource for those seeking thoughtful guidance through complex financial decisions.
He serves on the board of The Friends of the Waisman Center, a group that supports programs benefiting children with developmental disabilities and their families. His connection to the organization is personal. Shortly after his daughter Raegan’s birth and PKU diagnosis, he and his wife Carrie turned to the Waisman Center for its specialized guidance and support for the rare metabolic disorder that prevents her from properly metabolizing phenylalanine, a common amino acid that exists in most proteins.
Scott earned a bachelor’s degree in business economics from Wisconsin Lutheran College in Milwaukee and a Master of Business Administration (MBA) from the University of Wisconsin–Oshkosh.
Scott and Carrie have two children, Payton and Raegan. They enjoy camping during Wisconsin summers and spend the rest of the year cheering on their kids’ many activities, from athletics to music lessons. A lifelong percussion fan, Scott strives to pass his rhythm along to his children. Growing up on a Wisconsin farm made him a dedicated supporter of the Packers, Badgers, Brewers, and Bucks.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Education
- Wisconsin Lutheran College
Bachelor of Arts in Business Economics - University of Wisconsin–Oshkosh
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Life Underwriter®
- Chartered Financial Consultant®
- Master of Business Administration
Affiliations
- The Friends of the Waisman Center – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
The Hidden Risk in Your Financial Life: When “Joint” Isn’t Really Joint
You may share finances, but can your spouse legally manage them if something happens to you?
Not All Fiduciary Advisors Are the Same in University Settings
Even under a fiduciary standard, the approach to advice can vary. For university faculty and physicians, advice, scope,…
Important Updates for University Retirement Plans in 2026
The new year brings a series of meaningful updates to university retirement plans, particularly for employees participating in…
All Insights by Scott L. Kornstedt
3 insights
The Hidden Risk in Your Financial Life: When “Joint” Isn’t Really Joint
You may share finances, but can your spouse legally manage them if something happens to you?
Not All Fiduciary Advisors Are the Same in University Settings
Even under a fiduciary standard, the approach to advice can vary. For university faculty and physicians, advice, scope,…
Important Updates for University Retirement Plans in 2026
The new year brings a series of meaningful updates to university retirement plans, particularly for employees participating in…
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Certification Disclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.