Frank Filisky, financial advisor Poland OH
96 score

Frank Filisky

CRD Number: 1264886
Current Firm: Tucker Asset Management LLC

Frank Filisky (CRD# 1264886) is an Investment Advisor Representative working at Tucker Asset Management LLC in Poland, OH and has over 31 years of experience in the finance industry. Frank Filisky 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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Stifel, Nicolaus & Company, Incorporated
Professional Designations
Company Name Location Dates Years
Tucker Asset Management LLC Poland, OH Sep 2015 - Current 1
Frank C. Filisky LLC Poland, OH Dec 2011 - Current 4
Fcf Financial Advisory, Inc. Poland, OH May 1993 - Dec 2011 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Contact Info for Frank C. Filisky
Phone Number: 303-734-1234
Firm Website:
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
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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