Scott Bosch (CRD# 5227872) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tower, MN and has over 8 years of experience in the finance industry.
CRD# 4259323
Lpl Financial LLC
CRD# 4297643
Stifel, Nicolaus & Company, Incorporated
CRD# 2814254
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Tower, MN | Jan 2024 - Current | < 1 |
Bosch Enterprises LLC | Victoria, MN | Nov 2017 - Current | 6 |
Various Insurance Carriers For W&r Insurance Agencies | Victoria, MN | Feb 2016 - Current | 8 |
Woodbury Financial Services Inc. | Victoria, MN | Jan 2018 - Jan 2024 | 6 |
Waddell & Reed, Inc. | Bloomington, MN | Feb 2016 - Jan 2018 | 1 |
Thrivent Financial | Appleton, WI | Aug 2015 - Feb 2016 | < 1 |
Thrivent Investment Management Inc. | Golden Valley, MN | Feb 2015 - Feb 2016 | 1 |
Breakaway Academy | Chaska, MN | Dec 2014 - Jan 2016 | 1 |
Thrivent Financial | Appleton, WI | Jun 2015 - Aug 2015 | < 1 |
Bosch Consulting, LLC | Victoria, MN | Jul 2012 - Feb 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- MN
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Total Assets Under Management29,536MILLIONS
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Total Number of Accounts149,233ACCOUNTS
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Average Account Value$197,920
- 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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