Scott Siverhus
Scott Siverhus is a registered investment advisor at Osaic Wealth, INC., based in Minnetonka, MN, with 34 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
10900 Wayzata Blvd, Suite 620, Minnetonka, MN, 55305
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Regulatory History (1)
Employment Separation After Allegations
September 1994Other Business ActivitiesSells Insurance
Scott is an insurance agent selling long-term care and life insurance through Capstone and Capstone Advisory Group, spending minimal time on this activity. He also serves as secretary for Bell Resort, Inc. and works full-time as an advisor and SVP at One Digital.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Capstone Advisory Group LLC
Cambridge Investment Research, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations22 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.