Integrated Wealth Concepts
47yrs
Top advisor by experience in La Jolla
New
Aaron Scheg
Financial advisor at Osaic Wealth
At a glance
ExperienceNew to the profession (since Feb 2026)
How that compares ?New to the profession
Office4250 Executive Square Suite #700, La Jolla, CA 92037
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Feb 2026 – nowOsaic Wealth, Inc.Current firm
Questions to ask Aaron
Tailored to Aaron’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aaron
How do I contact Aaron?
Call Osaic Wealth at 800-821-5100 and ask for Aaron Scheg. Aaron works from the La Jolla, CA office.
How long has Aaron been a financial advisor?
Aaron is new to the profession, registered since Feb 2026, and holds 1 license.
What licenses does Aaron hold?
Series 66. Tap any license on this page to see what it allows.
Is Aaron a fiduciary?
Aaron is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aaron paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aaron for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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