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Scott Joseph Julius

Osaic Wealth, Inc.

Fort Dodge, IA

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-01-19
  • IA RA
    APPROVED
    Since 2024-01-19

Branch Locations

101 N. 27Th Street, Fort Dodge, IA 50501 • 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
Bayer Fort Dodge IA 12/2020 10/2021
Becks Hybrids Fort Dodge IA 10/2017 12/2020
New Cooperative Fort Dodge IA 05/2014 10/2017
S & K Ag Inc Fort Dodge IA 12/2020 Present
Woodbury Financial Services Inc Fort Dodge IA 09/2022 01/2024
Osaic Wealth, Inc. Fort Dodge IA 01/2024 Present
  • 12/2020 → 10/2021
    Bayer
    Fort Dodge, IA
  • 10/2017 → 12/2020
    Becks Hybrids
    Fort Dodge, IA
  • 05/2014 → 10/2017
    New Cooperative
    Fort Dodge, IA
  • 12/2020 → Present
    S & K Ag Inc
    Fort Dodge, IA
  • 09/2022 → 01/2024
    Woodbury Financial Services Inc
    Fort Dodge, IA
  • 01/2024 → Present
    Fort Dodge, IA
Previous Registrations
  • 2023-02-08 → 2024-01-19
    Woodbury Financial Services, Inc.
    Fort Dodge, IA
    Fort Dodge, IA
Other Businesses

1. S & K AG Inc. is an S-corp for farming corn and soybeans. It has no investment related activities. Address is 2432 170th St, Fort Dodge, IA. I am the owner of the S-corp. It started in 2021, it is all for farming, no other business. I spend around 10 hours a month working with it with majority being outside of trading hours. 2. S & K Real Estate LLC. I am owner of this LLC, this holds rental property. Currently has 1 single family home in it. It is ran out of 2432 170th St, Fort Dodge, IA. This has no other business attached to it other than the one property. I spend almost no time with it, 1hour a month outside of trading hours. I started this in 2016. 3. BEE JAY CORP POSITION: Assistant NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2022 ADDRESS: 101 North 27th St, Fort Dodge IA 50501, United States DESCRIPTION: This is the entity that pays my salary at Advanced Financial Solutions. 4. S & K AG INC POSITION: President NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2023 ADDRESS: 2432 170th St., Fort Dodge IA 50501, United States DESCRIPTION: S & K AG INC is an S-corp for farming. I farm my families farm, we raise corn and soybeans. I do almost all of those duties on weekends or nights. It doesn't take up a lot of my time.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-01
  • S66 Uniform Combined State Law Examination
    2022-12-01

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