Eric E 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

• 05/1985 → Present
  Advanced Financial Security, Inc.
  Waynesboro, PA
• 03/1995 → 01/2024
  Fortis Investors, Inc./ Woodbury Financial Services, Inc
  Waynesboro, PA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Waynesboro, PA

Previous Registrations

• 2006-05-31 → 2024-01-19
  Woodbury Financial Services, Inc.
  Waynesboro, PA

Other Businesses

1. ADVANCED FINANCIAL SECURITY, INC. POSITION: Sales Manager NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1983 ADDRESS: 11001 Anthony HWY, Waynesboro PA 17268, United States DESCRIPTION: Manager of personal line, sales of health insurance 2. GRACE BAPTIST CHURCH POSITION: Board Member NATURE: Church-Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/20/2016 ADDRESS: 623 N Grant St, Waynesboro PA 17268, United States DESCRIPTION: Attend meetings, work days, help people in the church

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-26
• S63 Uniform Securities Agent State Law Examination
  1995-04-17