Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kinderman is an investment advisor representative with Osaic Wealth, Inc. based in Eau Claire, WI. Scott has been in the industry since 1991 and holds Series 6, 63 and 65 licenses as well as the SIE exam. Scott has worked with clients for over 30 years and has a proven track record of success in helping them achieve their financial goals. Scott is committed to providing personalized financial advice and working closely with clients to develop customized plans that meet their unique needs.
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.
1
2
WI
01/19/2024 - Present
Osaic Wealth, Inc. (EAU CLAIRE WI)
WI
03/16/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (EAU CLAIRE WI)
WI
08/18/2015 - 03/22/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (EAU CLAIRE WI)
WI
02/05/2010 - 09/01/2015
METLIFE SECURITIES INC. (EAU CLAIRE WI)
WI
03/01/2007 - 01/15/2010
LASALLE ST SECURITIES, L.L.C. (EAU CLAIRE WI)
WI
05/26/2004 - 03/12/2007
LINSCO/PRIVATE LEDGER CORP. (EAU CLAIRE WI)
MN
07/01/2002 - 05/27/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/14/1991 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 01/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Kinderman is the right advisor for you? Invested Better is here to help.
