Ronnie Cardale Franks

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

• 01/2022 → Present
  Bailey Wealth Advisors
  Silver Spring, MD
• 01/2019 → 01/2022
  Upslope Advisors, Inc
  Denver, CO
• 04/2012 → 07/2019
  Caci, Inc
  Arlington, VA
• 07/2019 → 12/2019
  Unemployed
  Silver Spring, MD
• 01/2025 → Present
  Osaic Wealth, Inc.
  Silver Spring, MD

Other Businesses

GREATER WASHINGTON COMMUNITY FOUNDATION- MONTGOMERY COUNTY POSITION: Advisory Board Member NATURE: Non-profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2023 ADDRESS: 1325 G Street NW, Washington DC 20005, United States DESCRIPTION: Attend board meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-04
• S63 Uniform Securities Agent State Law Examination
  2022-12-10

Other Names

• Ronnie C Franks
• Ron C Franks