Zacary Jay Fruend
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.May 2026 to now
- Columbia CollegeAug 2025 to May 2026
- Stifel FinancialMay 2025 to Aug 2025
- Columbia CollegeMay 2024 to May 2025
- Moberly Area Community CollegeDec 2022 to May 2024
- R&r ConstructionMay 2022 to Dec 2022
- Lutheran High School St. Charles CountyAug 2021 to May 2022
- Powdermonkey FireworksMay 2021 to Aug 2021
- Lutheran High School St. CharlesAug 2018 to May 2021
- Immanuel Lutheran Middle SchoolMay 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8101962
- Firm CRD
- 23131