Leann Frank, financial advisor Fairfax MN
93 score

Leann Frank

CRD Number: 5284494
Current Firm: Investment Centers Of America, Inc.

Leann Frank (CRD# 5284494) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Fairfax, MN and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Centers Of America Fairfax, MN Jun 2007 - Current 10
Valley Bank Fairfax, MN Jun 1980 - Current 37
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Oct 2007
Contact Info for Leann M. Frank
Phone Number: 866-275-4422
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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