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Scott Alan Andersh

Osaic Wealth, Inc.

Scottsdale, AZ

CRD 2808311

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-06-14
  • NE RA
    APPROVED
    Since 2024-06-14

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Axa Advisors, Llc New York NY 05/2016 01/2019
Securian Financial Services Inc St Paul MN 01/2019 12/2019
Minnesota Life Insurance Co St Paul MN 01/2019 12/2019
Heritage Financial Services Inc Omaha NE 01/2019 12/2019
Securities America, Inc La Vista NE 06/2020 06/2024
Securities America Advisors La Vista NE 06/2020 06/2024
Farm Bureau Omaha NE 01/2020 02/2020
Unemployed Omaha NE 03/2020 05/2020
Osaic Wealth, Inc. Jersey City NJ 06/2024 Present
Osaic Wealth, Inc. Jersey City NJ 06/2024 Present
  • 05/2016 → 01/2019
    Axa Advisors, Llc
    New York, NY
  • 01/2019 → 12/2019
    Securian Financial Services Inc
    St Paul, MN
  • 01/2019 → 12/2019
    Minnesota Life Insurance Co
    St Paul, MN
  • 01/2019 → 12/2019
    Heritage Financial Services Inc
    Omaha, NE
  • 06/2020 → 06/2024
    Securities America, Inc
    La Vista, NE
  • 06/2020 → 06/2024
    Securities America Advisors
    La Vista, NE
  • 01/2020 → 02/2020
    Farm Bureau
    Omaha, NE
  • 03/2020 → 05/2020
    Unemployed
    Omaha, NE
  • 06/2024 → Present
    Jersey City, NJ
  • 06/2024 → Present
    Jersey City, NJ
Previous Registrations
  • 2020-06-04 → 2024-06-14
    Securities America Advisors, Inc.
    La Vista, NE
  • 2019-01-25 → 2019-12-31
    Securian Financial Services, Inc.
    Omaha, NE
  • 2016-06-10 → 2019-01-15
    Omaha, NE
    Omaha, NE
    Omaha, NE
    Delmont, SD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-07
  • S66 Uniform Combined State Law Examination
    2016-06-07

View on SEC IAPD

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