Zacary Jay Fruend
Investment Adviser Representative at Osaic Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zacary Jay Fruend is an investment adviser representative with Osaic Wealth, Inc. in O'fallon, MO, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri, Texas
- Broker:
21 states and territories
Alabama, Arkansas, California, Colorado, Florida, Iowa, Kansas, Maryland, Missouri, Montana, Nebraska, North Carolina, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, Virginia, Washington, West Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Osaic Wealth, Inc.May 2026 – no end date reportedO'Fallon, MO
- Stifel FinancialMay 2025 – Aug 2025St. Louis, MO
- R&R ConstructionMay 2022 – Dec 2022St. Charles, MO
- PowderMonkey FireworksMay 2021 – Aug 2021St. Charles, MO
- Columbia CollegeAug 2025 – May 2026Columbia, MO
- Lutheran High School St. Charles CountyAug 2021 – May 2022St. Charles, MO
- Moberly Area Community CollegeDec 2022 – May 2024Moberly, MO
- Columbia CollegeMay 2024 – May 2025Columbia, MO
- Lutheran High School St. CharlesAug 2018 – May 2021St. Charles, MO
- Immanuel Lutheran Middle SchoolMay 2016 – Aug 2018St. Charles, MO
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8,271
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-54859
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Osaic Wealth, Inc.
Showing 12 of 8,271 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zacary Jay Fruend has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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