Best Investors Account Sign in

Scott Allen Anderson

Osaic Wealth, Inc.

Cedar Rapids, IA

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-29
IA RA APPROVED 2018-11-02
  • TX RA
    APPROVED_RES
    Since 2025-01-29
  • IA RA
    APPROVED
    Since 2018-11-02

Branch Locations

4840 N. River Boulevard Ne Suite 200, Cedar Rapids, IA 52411-6637 • 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
Anderson Financial Services, Inc. Cedar Rapids IA 01/1995 Present
Signator Investors, Inc. Cedar Rapids IA 05/2016 11/2018
Osaic Wealth, Inc. Cedar Rapids IA 11/2018 Present
  • 01/1995 → Present
    Anderson Financial Services, Inc.
    Cedar Rapids, IA
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Cedar Rapids, IA
  • 11/2018 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Rochester, MN
    Cedar Rapids, IA
  • 2002-09-10 → 2016-05-13
    Cedar Rapids, IA
    Rochester, MN
    Cedar Rapids, IA
Other Businesses

1)ANDERLINGER LLC POSITION: Member NATURE: Lake Home for personal use INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/07/2018 ADDRESS: 12A83 Roosevelt Lane, 4840 N River Blvd NE, Apple River IL 61001, United States DESCRIPTION: Own and maintain a vacation home 2)ANDERSON FINANCIAL SERVICES, INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 170 SECURITIES TRADING HOURS: 150 START DATE: 01/01/1995 ADDRESS: 4840 N River Blvd NE, Suite 200, Cedar Rapids IA 52411, United States DESCRIPTION: Business entity used for securities and advisory sales and solicitation. 3)ANDERSON FINANCIAL SERVICES, INC. - FIXED INSURANCE POSITION: Agent NATURE: Fixed annuity and insurance sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 06/01/1989 ADDRESS: 4840 N River Blvd NE, Cedar Rapids IA 52411, United States DESCRIPTION: Evaluate insurance needs and take application for coverage. Service existing polices. Present fixed annuity options. Take application for fixed annuities and service existing policies. 4)FORTUNAIRE FOUNDATION BOARD MEMBER POSITION: Board Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2020 ADDRESS: 4840 North River Blvd. NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Board member. Approve distributions to worthy causes.Encourage Fortunaire members to make charitable contributions to the foundation. 5) STRELLNER FINANCIAL GROUP POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/01/1995 ADDRESS: 4840 North Blvd. NE, Suite 100, Cedar Rapids IA 52411, United States DESCRIPTION: Broker Life Insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-10-09
S63 Uniform Securities Agent State Law Examination 1993-11-08
  • S65 Uniform Investment Adviser Law Examination
    2001-10-09
  • S63 Uniform Securities Agent State Law Examination
    1993-11-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor