Zachary Frantz

Current Employers

Employment History

• 11/2018 → 08/2019
  House Of Boom
  Louisville, KY
• 05/2020 → 08/2021
  Glen Oaks Gc
  Propsect, KY
• 04/2019 → 08/2022
  Caddiemaster
  Louisville, KY
• 05/2022 → 02/2023
  Kfc
  Louisville, KY
• 01/2013 → 11/2018
  Student
  Louisville, KY
• 03/2023 → 04/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 03/2023 → 04/2024
  Northwestern Mutual Investment Services Llc
  Louisville, KY
• 11/2023 → 04/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 05/2024 → Present
  Magnate Wealth Management, Llc.
  Louisville, KY
• 05/2024 → Present
  Silver Oak Securities Inc
  Louisville, KY
• 10/2024 → Present
  Magnate Advisory Services, Llc.
  Louisville, KY

Other Businesses

1. Magnate Wealth Management, LLC, start date 05/2024, Louisville, Ky, DBA for Magnate Advisory Services, LLC, and Silver Oak Securities, Inc. Also, a licensed insurance agency selling Non-Variable Insurance (Fixed Annuities, Equity Indexed Annuities, Life Insurance, Long Term Care and Disability Income), 100 hours spent a month during trading hours, investment related. 2. Magnate Advisory Services, LLC, start date 10/2024, Louisville, Ky, Investment Adviser Representative, 160 hours per month and during trading hours, Fee Based Compensation, IAR of an independent registered investment advisor. 3. Silver Oak Securities, Inc., start date 05/2024, Louisville, Ky, Registered Assistant, servicing approved securities products, 20 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-17
• S63 Uniform Securities Agent State Law Examination
  2023-06-15

Other Names

• Zach Frantz