Zachary Richard Martin

Current Employers

Employment History

• 10/2014 → Present
  Focus Financial
  Weston, WI
• 07/2015 → Present
  Osaic Wealth, Inc.
  Weston, WI

Other Businesses

1)MARATHON ELECTRIC EMPLOYEE CREDIT UNION POSITION: Board Member NATURE: I sit on the board of the credit union. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 111 E RANDOLPH, WAUSAU WI 54401 DESCRIPTION: ATTEND BOARD MEETINGS, DETERMINE POLICY AND PROCEDURES, INTERNAL AUDIT COMMITTEE. 2) FOCUS FINANCIAL POSITION: FINANCIAL ADVISOR NATURE: INSURANCE PRODUCTS OFFERED THROUGH FOCUS FINANCIAL. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2014 ADDRESS: 3530 STEWART AVE, WAUSAU WI 54401, United States DESCRIPTION: RESEARCH, RECOMMEND AND PROVIDE QUOTES OF LIFE AND DISABILITY INSURANCE. 3) FOCUS FINANCIAL INC POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 35 SECURITIES TRADING HOURS: 30 START DATE: 07/23/2015 ADDRESS: 3530 STEWART AVE, WAUSAU WI 54401, United States DESCRIPTION: Meet with clients to discuss financial needs, goals, and objectives. Review with clients annually. Review investment selections and manage portfolios. 4) BMARE LLC POSITION: Member/Owner NATURE: Partnership LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/05/2021 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: This partnership is strictly to hold ownership of 1/4th of the FFREG LLC partnership, split 50/50 with my partner Greg Brown. This is a holding company and will not require any duties other than annual registration and if any capital contributions or distributions are made for FFREG LLC. 5) FFREG LLC POSITION: Member NATURE: Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/06/2021 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: This partnership will own a building that houses our financial planning practice. Duties will be managing this property. 6) FFG LLC POSITION: Member NATURE: Partnership LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2019 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: Reconciling bank account, calculating expense and rent allocation. 7) POWER OF ATTORNEY FOR FATHER POSITION: POWER OF ATTORNEY NATURE: POWER OF ATTORNEY FOR MY FATHER INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2017 ADDRESS: 3530 STEWART AVE, WAUSAU WI 54401, United States DESCRIPTION: POWER OF ATTORNEY FOR MY FATHER 9) PROVERBS 15:22 LLC POSITION: Member NATURE: CPA firm organized as an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/13/2015 ADDRESS: 3530 Stewart Avenue, Wausau WI 54401, United States DESCRIPTION: Provide tax and accounting services. 10) POWER OF ATTORNEY FOR MOTHER POSITION: Power of attorney NATURE: Power of attorney INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 3530 Stewart Ave, Wausau WI 54401, United States DESCRIPTION: Power of attorney

Exams

• S66 Uniform Combined State Law Examination
  2015-07-22