Scott Weir
Scott Weir is a registered investment advisor at Osaic Wealth, INC., based in Cedarburg, WI, 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
708 Keup Road, Cedarburg, WI, 53012
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Regulatory History (1)
Customer Dispute
August 2025Other Business ActivitiesSells Insurance
Scott is a managing partner at Weir Wealth Management, LLC, dedicating significantly more than full-time hours to investment and financial planning. He also owns Bear Skin Tree Farm, advises St Johns Endowment, works as an agent at W3IR Insurance Planning, and is a notary public, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations14 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.