Scott Allen Bosch

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

Authority	Category	Status	Date
MN	RA	APPROVED	2024-01-19

MN RA
APPROVED

Since 2024-01-19

Branch Locations

Tower, MN • 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

Organization	City	State	From	To
Waddell & Reed, Inc	Bloomington	MN	02/2016	01/2018
Various Insurance Carriers For W&R Insurance Agencies	Victoria	MN	02/2016	Present
Bosch Enterprises Llc	Victoria	MN	11/2017	Present
Woodbury Financial Services Inc	Victoria	MN	01/2018	01/2024
Osaic Wealth, Inc.	Tower	MN	01/2024	Present

02/2016 → 01/2018

Waddell & Reed, Inc

Bloomington, MN
02/2016 → Present

Various Insurance Carriers For W&R Insurance Agencies

Victoria, MN
11/2017 → Present

Bosch Enterprises Llc

Victoria, MN
01/2018 → 01/2024

Woodbury Financial Services Inc

Victoria, MN
01/2024 → Present

Osaic Wealth, Inc.

Tower, MN

Previous Registrations

2018-01-25 → 2024-01-19

Woodbury Financial Services, Inc.

Tower, MN

Victoria, MN

Lake Elmo, MN
2016-02-02 → 2018-01-25

Waddell & Reed

Savage, MN

Plymouth, MN
2015-05-29 → 2016-02-04

Thrivent Investment Management Inc.

Golden Valley, MN

Other Businesses

1) ST. CROIX WEALTH MANAGEMENT POSITION: Financial Advidor NATURE: Sell miscellaneous insurance products. Life, annuties and LTC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/29/2018; ADDRESS: 7815 3rd Street N. Ste. 201, Oakdale MN 55128, United States DESCRIPTION: Ad part of the financial planning process clients may have insurance needs. I want to be able to find products that meet these needs. 2) BOSCH ENTERPRISES POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2018 ADDRESS: 8365 Tilia Lane, Victoria MN 55386, United States DESCRIPTION: Show homes to perspective home buyers. 3) ST. CROIX WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 01/29/2018 ADDRESS: 8365 Tilia Lane, Victoria MN 55386, United States DESCRIPTION: Work with clients to help them build wealth management strategies to accomplish financial goals.