Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Dolven is a registered representative of Osaic Wealth, Inc. Scott Dolven is licensed in 21 states. The firm has offices in Scottsdale, Arizona and Waukesha, Wisconsin. Osaic Wealth, Inc. is an SEC registered investment advisor that manages over $94 billion for over 437,000 accounts. Scott Dolven's practice focuses on providing financial planning and portfolio management for individuals, businesses and pension plans. Scott Dolven has experience in the industry since 1970 and is licensed to sell insurance products, including long-term care, disability and fixed annuities.
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
WI
01/24/2025 - Present
Osaic Wealth, Inc. (WAUKESHA WI)
IN
03/27/2003 - 05/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
09/01/1970 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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