Brian Franke, financial advisor Bloomfield Hills MI
96 score

Brian Franke

CRD Number: 5345272
Current Firm: First Heartland Consultants, Inc.

Brian Franke (CRD# 5345272) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Bloomfield Hills, MI and has over 9 years of experience in the finance industry. Brian Franke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Heartland Capital Inc. Lake St Louis, MO May 2009 - Current 7
Ubs Financial Services Inc. Troy, MI Sep 2007 - Apr 2009 1
Lincoln Financial Advisors Southfield, MI May 2007 - Sep 2007 < 1
Ford Motor Company Dearborn, MI Jul 1996 - Sep 2007 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Brian R. Franke
Phone Number: 636-625-0900
Firm Website: http://www.joinfhc.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    1,045
    MILLIONS
  • Total Number of Accounts
    5,087
    ACCOUNTS
  • Average Account Value
    $205,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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