Zachary Matthew Franks

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 05/2024 → 11/2024
  Element Risk Wealth Advisors Llc Dba Element Wealth Advisors
  Hanover, PA
• 08/2011 → 05/2023
  Full Time Student
  Shepherdstown, WV
• 11/2023 → 11/2024
  Element Risk Management Llc
  Hanover, PA
• 08/2023 → 09/2023
  Banker's Life Insurance Llc
  Winchester, VA
• 11/2024 → 10/2025
  Teksystems
  Winchester, VA
• 03/2026 → Present
  Bank Of Clarke
  Winchester, VA
• 05/2022 → 08/2023
  Green Monstah Firearms
  Martinsburg, VA
• 03/2026 → Present
  Osaic Institutions, Inc.
  Meriden, CT
• 09/2023 → 11/2023
  Unemployed
  Yellow Spring, WV
• 10/2025 → 03/2026
  Teksystems
  Winchester, VA

Previous Registrations

• 2024-05-07 → 2024-11-01
  Element Wealth Advisors
  Hanover, PA
  Front Royal, VA
  Yellow Spring, WV

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-18
• S65 Uniform Investment Adviser Law Examination
  2024-04-26