Osaic Wealth
26yrs
Top advisor by experience in Versailles
19yrs
Scott Garrison is a fiduciary financial advisor in Versailles, Ohio, with 19 years in the industry. After two years at Signator Investors and eight years at Transamerica Financial Advisors, Scott joined Osaic Wealth in 2018, a firm offering financial planning, investment management, and retirement plan consulting. Scott holds the CFP® designation.
One of 6 advisors with offices in Versailles, and one of 5 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 58% of advisors nationwide
Office10511 Kley Road, Versailles, OH 45380
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowOsaic Wealth, Inc.Current firm
- 2016 – 2018Signator Investors, Inc.Previously
- 2008 – 2016Transamerica Financial Advisors, LLCPreviously
Contact Scott
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for Scott. 10511 Kley RoadVersailles, OH 45380Office · Get directions
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Questions to ask Scott
Tailored to Scott’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Scott
How do I contact Scott?
Call Osaic Wealth at (800) 821-5100 and ask for Scott Garrison. Scott works from the Versailles, OH office.
How long has Scott been a financial advisor?
Scott has been in the industry since 2008, about 19 years. More experience than 58% of advisors nationwide.
What licenses does Scott hold?
Series 66. Tap any license on this page to see what it allows.
Is Scott a fiduciary?
Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Scott paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Scott for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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