Scott Spinner
Investment adviser representative at Osaic Wealth, Inc.
17 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
17 years in the industry.
- Osaic Wealth, Inc.Sep 2025 to now
- Helping StraysApr 2025 to now
- OsaicFeb 2025 to now
- Coalition LifeJun 2024 to Apr 2025
- Helping StraysApr 2022 to Jun 2024
- Northwestern MutualOct 2021 to Mar 2022
- Gateway Region YmcaSep 2017 to Sep 2021
- Wellbridge Athletic ClubJan 2017 to Aug 2017
- Greater Midwest BaseballMay 2015 to Jul 2018
- Lindenwood UniversitySep 2009 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7445928
- Firm CRD
- 23131