Scott Joseph Julius

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

• 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
  Osaic Wealth, Inc.
  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

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