Scott Allen Waechter
Investment adviser representative at Osaic Wealth, Inc.
13 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- Alliance AmericaJun 2024 to now
- United Advisors AmericaJun 2024 to now
- Fsb Premier Wealth Management, Inc.Apr 2020 to May 2024
- Farmers State BankApr 2020 to May 2022
- Bankers Life Advisory Services, Inc.Mar 2017 to Mar 2020
- Bankers Life Securities, Inc.Sep 2016 to Mar 2020
- Bankers Life & Casualty Co.Sep 2013 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6708750
- Firm CRD
- 23131