Scott A. Osborn

PATRIOT WEALTH PLANNERS LLC

Maumee, OH 43537

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CRD#: 6938894

Professional summary

Scott A Osborn, who also goes by Scott Osborn, is a registered financial advisor currently at PATRIOT WEALTH PLANNERS LLC located in Maumee, Ohio.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Scott has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott Osborn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Whirpool Corporation, not investment related, Findlay, OH, Appliance manufacturer, Manager, start date 08/2013, approximately 40 hours/month with approximately 30 hours/month during securities trading hours, I manage our manufacturing methodology and process improvement in the plant. Ohio Army National Guard, not investment related, Whitehall, OH, Military Service, Commander, start date 01/2005, approximately 20 hours/month with approximately 0 hours/month during securities trading hours, I run a weekend school house operation that trains and certifies enlisted Soldiers to become commissioned officers. Scott Osborn Consulting, LLC, not investment related, Maumee, OH, business and management consulting, start date 5/2020, 1 hour/month with 0 hours/month during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott A Osborn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 18, 2023 - Present

PATRIOT WEALTH PLANNERS LLC

Office #1: 1700 Woodlands Dr, Maumee, OH 43537

RIA

CRD#: 328307

Maumee, OH

Past

April 17, 2018 - November 14, 2024

THE RETIREMENT GUYS FORMULA

RIA

CRD#: 168561

MAUMEE, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(8/4/2025)

IAR

Michigan
(7/25/2025)

IAR

Ohio
(10/18/2023)

IAR

Texas
(7/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/30/2017

Uniform Investment Adviser Law Examination

Current Firm

PATRIOT WEALTH PLANNERS LLC

CRD#: 328307 / SEC#:

Louisiana

Registered Investment Advisory firm - (7/15/2025 Approved)

Michigan

Registered Investment Advisory firm - (7/23/2025 Approved)

Ohio

Registered Investment Advisory firm - (10/18/2023 Approved)

Texas

Registered Investment Advisory firm - (7/16/2025 Conditional Restricted)

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Contact information

Main Address

1700 Woodlands Dr, Maumee, OH 43537

Mailing Address

Phone number

(419) 482-8051

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Scott A. Osborn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott A Osborn's CRS (Customer Relationship Summary).

Certified licenses

Experience

PATRIOT WEALTH PLANNERS LLC

THE RETIREMENT GUYS FORMULA

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2017

Current Firm

PATRIOT WEALTH PLANNERS LLC

Contact information

Documents

Red Flags

Company Information

PATRIOT WEALTH PLANNERS LLC

TRUST BUT VERIFY

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