Frank Endris, financial advisor Troy MI

Frank Endris

CRD Number: 2944732
Current Firm: City Center Advisors, LLC
Compensation Model: Both

Frank Endris (CRD# 2944732) is an Investment Advisor Representative working at City Center Financial and has served in the finance industry since 1992.

 

After graduating from Purdue University with a Bachelor of Science degree in Financial Planning, he initially specialized in asset protection and estate planning.  More recently he has been an advisor with the 16th largest U.S. Broker Dealer and V.P. of an award-winning Colorado-based wealth strategies and research firm. 

 

Frank maintains fiduciary responsibility as an Investment Advisor. Additionally, he is certified by both the NSSA® as a National Social Security Advisor and the ChFEBC® as a Chartered Federal Employee Benefits Consultant.  He has also earned the Series 66 license as well as life and health.

 

For more information and resources, visit www.citycenterfinancial.com.  To reach Frank directly, call (719) 377-2270 or email [email protected]

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Company Name Location Dates Years
City Center Advisors, Llc Fka Keystone Financial Partners, Inc. Colorado Springs, CO Apr 2015 - Current 8
Frank Endris-sole Proprietor Colorado Springs, CO May 2013 - Current 10
Aspen Creek Wealth Strategies Colorado Springs, CO Sep 2014 - Oct 2017 3
Federal Financial Group Denver, CO May 2013 - Sep 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Frank E. Endris
By the Numbers
  • Total Assets Under Management
    122
    MILLIONS
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $116,825
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, LA, MI, MO, NC, NE, NH, NJ, OH, PA, SC, TX, VA, WA

Firm Disclaimer:

Advisory services offered through City Center Advisors, LLC a Registered Investment Advisor.  Insurance products offered through City Center Financial, LLC.  City Center Advisors, LLC and City Center Financial, LLC are affilliated entities.

 

City Center Advisors, LLC and City Center Financial, LLC do not provide tax or legal advice.  The information presented on this website is not specific to any individual’s personal circumstances.  No information contained in this website is intended to be tax, legal or investment advice.  Individuals should consult with their own tax, legal and investment professionals.

 

This website does not constitute a solicitation to purchase or sell securities in any jurisdiction in which City Center Advisors, LLC is not registered.  City Center Advisors, LLC is registered in the states of Michigan, New Jersey and Colorado.

 

City Center Advisors, LLC and City Center Financial, LLC are not affililiated with the Social Security Administration or any government organiztion.

 

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