Frank Echelmeyer, financial advisor Maumee OH
93 score

Frank Echelmeyer

CRD Number: 4444168
Current Firm: Camelot Portfolios, LLC

Frank Echelmeyer (CRD# 4444168) is an Investment Advisor Representative working at Camelot Portfolios, LLC in Maumee, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Coastal Equities, Inc. Wilmington, DE Jul 2017 - Current < 1
Camelot Portfolios, LLC Maumee, OH Jul 2015 - Current 2
Camelot Advisors, LLC Maumee, OH Jul 2015 - Current 2
Purshe Kaplan Sterling Investments Albany, NY Oct 2015 - May 2017 1
Securities America Inc. Lavista, NE Mar 2010 - Jul 2015 5
United Advisors Toledo, OH Jun 2009 - Jun 2015 6
Northwestern Mutual Investment Services, LLC Toedo, OH Apr 2009 - Jun 2009 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2008 - Jun 2009 < 1
Northwestern Mutual Investment Services, LLC Toledo, OH Dec 2008 - Jun 2009 < 1
Unemployed Sylvania, OH Oct 2008 - Nov 2008 < 1
Metlife Securities Maumee, OH Aug 2008 - Oct 2008 < 1
Unemployed Toledo, OH Mar 2008 - Aug 2008 < 1
Fifth Third Bank Toledo, OH Oct 2005 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S65 NASAA Investment Advisors Law Examination May 2010
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Frank P. Echelmeyer
Phone Number: 419-794-0538
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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