Terrence John Scroggin
Investment Adviser Representative at MSP Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Terrence John Scroggin is an investment adviser representative with MSP Wealth Management, LLC in Klamath Falls, OR, where they have been registered since 2020. They have worked in the securities industry since 2002 and have been registered with 3 firms, including Avantax Advisory Services and 1st Global Advisors Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oregon and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- 1st Global Capital Corp.Sep 2002 – Oct 2019Klamath Falls, OR
- MOLATORE & CO. LLP (fka MOLATORE, SCROGGIN, PETERSON & CO, LLP)Jun 1984 – no end date reportedKlamath Falls, OR
- Avantax Insurance ServicesJan 2004 – Mar 2020Klamath Falls, OR
- Avantax Advisory ServicesOct 2019 – Mar 2020Irving, TX
- Avantax Investment Services, Inc.Oct 2019 – Mar 2020Klamath Falls, OR
- MSP Wealth Management, LLCMar 2020 – no end date reportedKlamath Falls, OR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About MSP Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers financial planning, retirement planning, investment planning, estate planning, and tax planning, with a tax-focused approach that integrates tax strategy into every aspect of clients' financial plans.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Klamath Falls, OR
- SEC file number:
- 801-117846
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 18, 2026
View full firm profileOther advisors at MSP Wealth Management, LLC
3 other advisors in the directory
Similar advisors in Klamath Falls, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terrence John Scroggin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched