Scott Bosch, financial advisor Tower MN

Scott Bosch

CRD Number: 5227872
Current Firm: Osaic Wealth, Inc.

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.

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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
Contact Info for Scott A. Bosch
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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