Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Lundy is a financial advisor who is registered with Osaic Wealth, Inc. in Willmar, Minnesota. Scott has over 16 years of experience in the financial industry, having started his career in 2007. Scott has held previous roles at firms such as SAGEPOINT FINANCIAL, INC., SYMETRA INVESTMENT SERVICES, INC., EDWARD JONES, and THRIVENT INVESTMENT MANAGEMENT INC. Scott holds the Series 7 and Series 66 securities licenses and the SIE exam. Scott provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
09/01/2023 - Present
Osaic Wealth, Inc. (WILLMAR MN)
MN
05/06/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WILLMAR MN)
MN
01/22/2009 - 02/22/2010
SYMETRA INVESTMENT SERVICES, INC. (WILLMAR MN)
MN
04/28/2008 - 11/03/2008
EDWARD JONES (LITCHFIELD MN)
MN
12/11/2006 - 04/28/2008
THRIVENT INVESTMENT MANAGEMENT INC. (ALEXANDRIA MN)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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