Andrew Eric Shank

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  Afs Insurance And Financial Services
  Waynesboro, PA
• 01/2015 → 12/2019
  Rc Engine Service
  Waynesboro, PA
• 02/2023 → 01/2024
  Woodbury Financial Services Inc
  Waynesboro, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Waynesboro, PA

Other Businesses

ADVANCED FINANCIAL SECURITY INC. POSITION: N/A - Used for payroll purposes only NATURE: Insurance Agency - Not employed by them, just use their payroll services INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 11001 Anthony Hwy, Waynesboro PA 17268, United States DESCRIPTION: No duties - We just use them to run our payroll - This form was reviewed with Joe Neinhaus

Exams

• S66 Uniform Combined State Law Examination
  2024-02-21