Scott Osborne, financial advisor Fort Mitchell KY
93 score

Scott Osborne

CRD Number: 5286872
Current Firm: Ameriprise Financial Services, Inc.

Scott Osborne (CRD# 5286872) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fort Mitchell, KY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Edgewood, KY Dec 2015 - Current 1
Ubs Financial Services Inc. Kenwood, OH Oct 2014 - Dec 2015 1
Union Savings Bank Cincinnati, OH Feb 2013 - Oct 2014 1
Ameriprise Financial Services Blue Ash, OH Feb 2011 - Feb 2013 2
Union Savings Bank Cincinnati, OH Jan 2009 - Feb 2011 2
Coldwell Banker Home Loans Cincinnati, OH Mar 2008 - Jan 2009 < 1
First Choice Mortgage Corporation Florence, KY Nov 2007 - Mar 2008 < 1
Morgan Stanley & Company, Incorporated Cincinnati, OH Apr 2007 - Nov 2007 < 1
Morgan Stanley Dw Cincinnati, OH Jan 2007 - Apr 2007 < 1
New Beginnings Mortgage & Financial Services, LLC Florence, KY Apr 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2011
Contact Info for Scott A. Osborne
Phone Number: 612-671-3131
Registered State(s):
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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