Scott Robert Weir

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 07/2020
  First Heartland Capital Inc
  Lake St. Louis, MO
• 07/2020 → 01/2024
  Woodbury Financial Services Inc
  Cedarburg, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Cedarburg, WI

Previous Registrations

• 2020-07-31 → 2024-01-19
  Woodbury Financial Services, Inc.
  Cedarburg, WI
  Cedarburg, WI
  Naples, FL
• 2005-08-09 → 2020-08-14
  First Heartland Consultants, Inc.
  Cedarburg, WI
  Jackson, WI

Other Businesses

1. WEIR WEALTH MANAGEMENT, LLC POSITION: Managing Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 12/16/1991 ADDRESS: 2088 Washington Ave, Cedarburg WI 53012, United States DESCRIPTION: Investment and Financial Planning Insurance Planning Income Planning Portfolio Management 2. BEAR SKIN TREE FARM POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2014 ADDRESS: 4850 Goodnow Road, Harshaw WI 54529, United States DESCRIPTION: Tree Farm Christmas Trees Fruit Trees 3. ST JOHNS ENDOWMENT POSITION: Advisor NATURE: Church Endowment Fund INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2010 ADDRESS: 623 Congress Drive, Newburg WI 53060, United States DESCRIPTION: Investment Advisor to the Fund 4. W3IR INSURANCE PLANNING POSITION: Agent NATURE: Insurance Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1992 ADDRESS: 2088 Washington Ave, Cedarburg WI 53012, United States DESCRIPTION: Insurance review 5. NOTARY PUBLIC POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 2088 Washington Ave, Cedarburg WI 53012, United States DESCRIPTION: Notary Public

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-04
• S63 Uniform Securities Agent State Law Examination
  1991-12-16