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Scott Frost

Advisor at OSAIC Institutions, INC.

Updated today

Location

Milton, PA 17847

Credentials

Series 63, Series 65

Industry experience

9 years

About

Scott Frost is a financial advisor at OSAIC Institutions, INC. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Commonwealth, Infinex Investments, Santander Securities, and Thrivent Financial. In addition to his advisory role, he serves as a councilman for the Borough of Selinsgrove. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm emphasizes non-discretionary asset management and offers access to alternative investments, lending, and cash-management solutions via a network of investment adviser representatives.

Client services

Based on OSAIC Institutions, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Solicitation services for other advisers

Expertise

Based on OSAIC Institutions, INC.

Annuities Tax-loss harvesting

Occupation focus

Based on OSAIC Institutions, INC.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.

Percentage

$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program

Commissions

Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.

Project-based

Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.

Other

Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.

Location

537 Mahoning Street

Milton, PA 17847

Most active in

Pennsylvania

Work history

First Commonwealth

2019 - Present (7 years)

Infinex Investments, Inc.

2019 - Present (7 years)

Santander Securities, LLC

2018 - 2019 (1 year)

Santander Bank, NA

2018 - 2019 (1 year)

Penn Mutual Life Insurance

2018 - 2018 (1 year)

Hornor Townsend & Kent Inc

2018 - 2018 (1 year)

Selinsgrove Area School District

2017 - 2018 (1 year)

Thrivent Financial

2016 - 2018 (2 years)

Thrivent Investment Management Inc

2016 - 2018 (2 years)

Thrivent Financial

2016 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 65

Lewisburg, PA

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Business ownership considerations Business exit / sale strategy Retirement withdrawal strategies Cash flow / budgeting General estate planning guidance

Josh K

CFP®

Lewisburg, PA

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OMNIWEALTH GROUP specializes in strategic financial planning, investment analysis, and portfolio management for affluent investors and those aspiring to financial independence.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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Pierce E

Series 65

Mifflinburg, PA

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Pierce Edinger is a financial advisor at Buffalo Valley Wealth Plus with a Series 65 credential and less than one year of industry experience. His prior work history includes roles at Susquehanna Community Bank and various positions outside the financial sector. Buffalo Valley Wealth Plus provides investment advisory and financial planning services to individuals, including high-net-worth clients, and nonprofit organizations. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to construct portfolios that emphasize income-generating instruments alongside mutual funds, ETFs, fixed income, and annuities.

Options & derivatives strategies Concentrated stock management Private / alternative investments
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Series 63, Series 65

Lewisburg, PA

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Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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