Scott Fredrickson
Scott Fredrickson is a registered investment advisor at Osaic Wealth, INC., based in Shelley, ID, with 38 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
480 North State Street, Shelley, ID, 83274
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is an independent insurance agent selling fixed life and variable annuities since 1993, dedicating minimal time to this activity. He also works part-time as a ramp agent for Skywest Airlines, loading and unloading planes, which takes about 10-20% of his time, including a few hours during trading hours.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Advantage Capital Corporation
Advantage Capital CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Advantage Capital CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.