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Scott B

Series 66

Tower, MN

OSAIC

Scott Bosch is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services Inc. and Waddell & Reed, Inc. Outside of his primary role, Bosch is involved with St. Croix Wealth Management, where he assists clients with wealth management strategies and insurance product selection, and he operates Bosch Enterprises LLC, which shows homes to prospective buyers. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct customized portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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