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Scott Douglas Bulmer

Investment Adviser Representative at Osaic Wealth, Inc.

Oklahoma City, OKCRD #2749486Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Douglas Bulmer is an investment adviser representative with Osaic Wealth, Inc. in Oklahoma City, OK, where they have been registered since 2024. They have worked in the securities industry since 1996 and have been registered with 4 firms, including Securities America Advisors, Inc. and Investment Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Oklahoma and Texas.

Office

918 Sw 107th St Ste 100
Oklahoma City, OK 73170

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Oklahoma, Texas
Broker:
15 states and territories

Alabama, Colorado, Georgia, Illinois, Kansas, Louisiana, Missouri, Nebraska, New Mexico, New York, North Carolina, Oklahoma, South Dakota, Tennessee, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/27/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 10/11/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/3/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Osaic Wealth, Inc.Current
6/14/2024 – Oklahoma City, OK
Securities America Advisors, Inc.
3/29/2018 – 6/14/2024Oklahoma City, OK
Investment Advisors
3/28/2011 – 4/2/2018Oklahoma City, OK
Oneamerica Securities, Inc.
4/3/2002 – 3/31/2011Oklahoma City, OK

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Proequities, Inc.
    Mar 2011 – Mar 2018Oklahoma City, OK
  2. Securities America, Inc.
    Mar 2018 – Jun 2024Oklahoma City, OK
  3. Securities America Advisors
    Mar 2018 – Jun 2024Oklahoma City, OK
  4. Osaic Wealth, Inc.
    Jun 2024 – no end date reportedOklahoma City, OK
  5. Osaic Wealth, Inc.
    Jun 2024 – no end date reportedOklahoma City, OK

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Osaic Wealth, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$5,500 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Personal FinanceClient RelationshipsFinancial PlanningRisk Tolerance

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8,271
Offices listed on AdvisorFinder:
26
Main office:
Scottsdale, AZ
SEC file number:
801-54859

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 29, 2026

View full firm profile

Other advisors at Osaic Wealth, Inc.

Showing 12 of 8,271 in the directory

View Osaic Wealth, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Douglas Bulmer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Scott Douglas Bulmer (Osaic Wealth) - Fees & Credentials