Stacey Frank, financial advisor Englewood CO

Stacey Frank

CRD Number: 5055901
Current Firm: A & I Financial Services, LLC

Stacey Frank (CRD# 5055901) is an Investment Advisor Representative working at A & I Financial Services, LLC in Englewood, CO and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Englewood, CO Oct 2005 - Current 16
A&i Financial Services LLC Englewood, CO Aug 2005 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Stacey K. Frank
Phone Number: 303-690-5070
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    456
    MILLIONS
  • Total Number of Accounts
    1,843
    ACCOUNTS
  • Average Account Value
    $247,370
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, MI, NE, OR, TX, WA, WY

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