Scott Carlson (CRD# 1785284) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Elkhorn, NE and has over 35 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Elkhorn, NE | Jan 2024 - Current | < 1 |
| Woodbury Financial Services, Inc. | Elkhorn, NE | Mar 2019 - Current | 5 |
| Woodbury Financial Services, Inc. | Elkhorn, NE | Mar 2019 - Jan 2024 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Aug 2016 - Dec 2019 | 3 |
| Questar Asset Management | Minneapolis, MN | Aug 2012 - Dec 2019 | 7 |
| Allianz Life Insurance Company | Minneapolis, MN | Aug 2012 - Dec 2019 | 7 |
| Questar Capital Corporation | Minneapolis, MN | Aug 2012 - Dec 2019 | 7 |
| Questar Capital Corporation | Minneapolis, MN | Nov 2015 - Aug 2016 | < 1 |
| Questar Capital Corporation | Minneapolis, MN | Aug 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- FL
- NE
- ND
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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