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Scott Osborn

20 Years of Experience
Columbus, IN
Broker

Scott Osborn is a registered investment advisor at Robert W. Baird & CO. Incorporated, based in Columbus, IN, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2566 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B

Fee Structure

Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.

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Location

380 Plaza Drive, Suite D, Columbus, IN, 47201

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robert W. Baird & CO. IncorporatedBroker
October 2019 - Present · 6 yrs 7 mos
Robert W. Baird & CO. Incorporated
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLCBroker
July 2017 - October 2019 · 2 yrs 3 mos
J.J.B. Hilliard, W.L. Lyons, LLC
July 2017 - October 2019 · 2 yrs 3 mos
Raymond James Financial Services Advisors, INC
June 2010 - July 2017 · 7 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2010 - July 2017 · 7 yrs 5 mos
PNC InvestmentsBroker
November 2009 - February 2010 · 3 mos
Natcity Investments, INC.Broker
November 2006 - November 2009 · 3 yrs
Fifth Third Securities, INC.Broker
January 2006 - November 2006 · 10 mos
State Registrations22 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.