Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Weir is a financial advisor with Osaic Wealth, Inc. Scott has been working in the financial services industry since 1992. Scott has a wide range of experience in providing financial advice, including investment planning, insurance planning, income planning, and portfolio management. Scott is also a Certified Financial Planner™. Scott is licensed to provide financial advice in multiple states. Scott's firm Osaic Wealth, Inc. is an independent wealth management firm that offers a variety of services, including investment management, financial planning, and insurance planning. Osaic Wealth, Inc. is committed to providing its clients with personalized and comprehensive financial advice.
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
01/19/2024 - Present
Osaic Wealth, Inc. (CEDARBURG WI)
WI
07/31/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CEDARBURG WI)
WI
11/11/2002 - 08/14/2020
FIRST HEARTLAND CAPITAL, INC. (CEDARBURG WI)
MN
07/01/2002 - 12/02/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
01/06/1992 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 08/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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